#66: Radio Show: U.S. Equities: At What Valuation is Meb Selling?

63 minutes

Episode 66 is a radio show. We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It’s a great collection of essays from some of the smartest minds in investing. Check it out.

Next, we jump into market commentary, using Meb’s recent “office hours” as our vehicle for discussion. What that means is Meb had some extra time over the last few weeks, so he opened his calendar to his followers, scheduling loads of 30-minute phone calls with various individual investors and RIAs looking to pick Meb’s brain on a variety of subjects. Meb tells us the topics which came up the most often, as well as his thoughts. There’s talk of U.S. equity valuation (and at what level Meb would start selling even before a crash), angel investing, portfolio allocation weightings, and far more.

We end with several listener questions. The first involves how Meb views market breadth in light of the growth in index investing; the second solicits Meb’s thoughts on the dangers of ETF investments if the market heads south; the third is at what valuation level the buyback component of a shareholder yield strategy ends up being a headwind.

What valuation level did Meb indicate? Find out in Episode 66.

More episodes from The Meb Faber Show

#267 - Edward Altman, NYU - We Had More Billion Dollar Bankruptcies In 2020 As Of September Of This Year Than Any Year Ever

In episode 267, we welcome our guest, Edward Altman, professor at the Stern School of Business at NYU. In today’s episode, we’re talking corporate …

Cambria Fund Profile Series – Cambria Asset Allocation ETFs (GAA) (GMOM) (TRTY)

In today’s episode of the Cambria Fund Profile Series, Meb discusses Cambria’s Asset Allocation ETFs, the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), …

#266 - Best Idea Show - Kiyan Zandiyeh, Sturgeon Capital - We Have A Blank Canvas To Potentially Create What The Technology Ecosystem Of That Country Will Look Like Over The Next 5-10 Years

In episode 266, we welcome our guest, Kiyan Zandiyeh, Chief Investment Officer for Sturgeon Capital, a leading frontier markets investment boutique …

The Best Investment Writing Volume 4: Martin Tarlie, GMO - Is the U.S. Stock Market Bubble Bursting?

Last year we brought listeners the entire volume of The Best Investment Writing Volume 3, in audio format, right here on the podcast. Listeners loved …

#265 - Rusty Vanneman, Orion - To Manage Portfolio Risk, I Think You Have To Be More Creative Moving Forward

In episode 265, we welcome our guest, Rusty Vanneman, Chief Investment Officer for Orion Advisor Solutions. In today’s episode, we’re talking asset …

#264 - Sammy Courtright, Ten Spot - How Do We Get People To Feel Like They Work For The Same Company When They’re No Longer In The Same Place?

In episode 264, we welcome our guest, Sammy Courtright, co-founder of Ten Spot. In today’s episode, we’re talking about workforce engagement and …

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.

Recommended apps
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56
Start listening to #125 - Tom Barton - The Biggest Problem Investors Have is Things Change...and They Don't Change
1:24:56