In episode 346, we welcome our guest, Dr. William Bernstein, neurologist, author, and co-founder of Efficient Frontier Advisors.
Click here to listen to Dr. Bernstein's first appearance on The Meb Faber Show.
In today’s episode, we start by covering Dr. Bernstein’s recent book, The Delusions Of Crowds: Why People Go Mad in Groups. He explains why we’re susceptible to manias and walks us through situations that have seen extreme speculation. Then we turn to discuss today’s market. We cover Robinhood, meme stocks, lofty valuations, and crypto. We even get into what narratives Dr. Bernstein sees today, whether it’s with star fund managers or the idea that the Fed will save the market.
Please enjoy this episode with Efficient Frontier Advisors’ Bill Bernstein.
For detailed show notes, click here
Today's episode is sponsored by Fellow. Fellow is revolutionizing access to men's reproductive healthcare and offers the only lab-certified, mail-in semen analysis that exceeds all standards for FDA validated semen analysis methods. With their at-home fertility test, you can skip the uncomfortable clinic experience and still get accurate, comprehensive, lab-grade results that are approved by a physician and easy to understand. All the while, you can preserve your fertility for when you may need your most fertile sperm. As a special offer for listeners of the show, visit meetfellow.com and use the code MEB to get $20 off your order.
Today’s 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’s largest institutions, funds, and money managers. Join today and get access to quarterly CAPE ratios, an excel quant backtester and the entire research library.
In episode 351, we welcome our guest, Leigh Drogen, General Partner of Starkiller Capital, an institutional investment firm employing both quantitative and fundamental strategies to …
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved …
In episode 348, we welcome our guest, Zach Coelius, the Managing Partner of Coelius Capital and angel investor in early-stage startups.
In today’s episode, we’re chatting angel investing …