#175 - The Biggest Valuation Spread In 40 Years?
Episode 175 is a Meb Short. In this episode, you’ll hear Meb discuss a key development to be aware of in global markets, the valuation spread between the most and least expensive markets around the world. Meb explains why it is important to study history before assuming the U.S. deserves a valuation premium to the rest of the world, what global equity valuations look like, and the reality of investor home-bias.
All this and more in episode 175.
More episodes from The Meb Faber Show
#311 – Radio Show – Valuation Update…Bond Returns….Meb’s Startup Investing
Episode 311 has a radio show format. We cover a variety of topics, including: · The importance of having an investment plan · Valuations update · How Meb approaches startup investing · …
#310 – Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision
In episode 310, we welcome our guest, Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the …
#309 – Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out
In episode 309, we welcome our guest Andrew Horowitz, President and Founder of Horowitz & Company and host of The Disciplined Investor Podcast. In today’s episode, we start with …
#308 – Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia
In episode 308, we welcome our guest, Maciej Wojtal, founder and CIO of Amtelon Capital, an investment fund focused on Iranian equities. In today's episode, we're covering Maciej’s best …
#307 – Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story
In episode 307, we welcome our guest, Vikram Mansharamani, a Harvard lecturer, author, and global trend spotter who shows people how to anticipate the future, manage risk, and spot …
#306 – Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years
In episode 306, we welcome our guest, Jeff Seder, founder of EQB, a high-tech sports medicine startup that consults with the majority of the major …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.