Wes Gray & Jack Vogel, Alpha Architect - BOXX, HIDE, & Why Trend Following is Timeless. PLUS: Embarrassing Career Moments | #474

Published: April 5, 2023, 5 p.m.

Today\u2019s returning guests are Alpha Architect\u2019s\xa0Wes Gray & Jack Vogel.\xa0\nIn today\u2019s episode, we kick it off with an update on the ETF white-label business and some of their new funds, BOXX and HIDE.\xa0Then we talk about why you need to think more about taxes when investing, the state of value, why trend-following is timeless, and what the most embarrassing moment in each of our careers. I-was-speechless.\nBefore we get to the episode, Wes\u2019 brother was recently on Joe Rogan\u2019s podcast and helped Joe get a bunch of reviews, so help Wes compete with his brother and go leave us a review on Apple, Spotify, or wherever you listen to the show!\nTo learn more about their latest offering, visit farmlandlp.com or email them at ir@farmland.com.\nResources:\n Long-Only Value Investing: Does Size Matter?\nPublished articles\n\xa0-----\nFollow Meb on Twitter, LinkedIn and YouTube\nFor detailed show notes, click here\nTo learn more about our funds and follow us, subscribe to our\xa0mailing list\xa0or visit us at cambriainvestments.com\n-----\nToday\u2019s episode is sponsored by Farmland LP. Farmland LP is one of the largest investment funds in the US focused on converting chemical-based conventional farmland to organic, sustainably-managed farmland using a value-add commercial real estate strategy in the agriculture sector. Since 2009, they have built a 15,000-acre portfolio representing over $200M in AUM.\nToday\u2019s episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world\u2019s largest institutions, funds, and money managers. Subscribe for free here.\n-----\nInterested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com\n-----\nPast guests include\xa0Ed Thorp,\xa0Richard Thaler,\xa0Jeremy Grantham,\xa0Joel Greenblatt,\xa0Campbell Harvey,\xa0Ivy Zelman,\xa0Kathryn Kaminski,\xa0Jason Calacanis,\xa0Whitney Baker,\xa0Aswath Damodaran,\xa0Howard Marks,\xa0Tom Barton, and many more.\xa0\n-----\nMeb's invested in some awesome startups that have passed along discounts to our listeners. Check them out\xa0here!\xa0\nLearn more about your ad choices. Visit megaphone.fm/adchoices