Radio Show: The 13F Guru Meb Would Follow Today | #70

Published: Sept. 6, 2017, 5 p.m.

b'Episode 70 is a radio show format. We start with a quick catch-up, discussing the recent eclipse and Meb\\u2019s upcoming travel, including Iceland, Reno, Orlando, Amsterdam, among others.\\nBefore jumping into listener questions, we get Meb\\u2019s thoughts on Episode 69, which featured Jason Calacanis (Meb dabbles with some angel investments himself). Meb tells us a bit more about his own angel experiences and his reflections on interviewing Jason.\\nThis dovetails into a question about how Meb allocates his own money between private investments, public investments, debt, and so on (with a \\u201ccapital allocation\\u201d comparison to Thorndike\\u2019s book, The Outsiders). You\\u2019ll hear Meb\\u2019s thoughts on his personal asset allocation.\\nThis segues into our first set of questions from listeners, focusing on where to put \\u201csafe\\u201d money right now. Meb gives us his thoughts, leading into a discussion of which asset could be right for listeners wanting to keep some money on the sidelines, yet without inflation taking too big a chunk of it.\\nWhat follows is an assortment of questions and rabbit holes: If Meb had to short just one market right now what would it be and why\\u2026 How an individual investor should look at leverage in a portfolio (includes a recap of risk parity)\\u2026 Who is Meb\\u2019s favorite 13F guru\\u2026 What hedge fund replication strategies Meb finds most interesting\\u2026 And even a cryptocurrency challenge to listeners from Meb.\\nWhat is it? Find out in Episode 70.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'