#91: Radio Show: Meb's Most Popular Tweet of All Time... Signs of the Top... Listener Q&A

49 minutes

Episode 91 is a radio show format.

We bounce around a bit in this one, starting with Meb’s most popular Tweet of all time. It involves a market record that people decided to politicize.

Next are some “signs of the top.” We discuss various indicators that support the general takeaway that (to no one’s surprise) we’re in a frothy market: US investor stock allocations are approaching the highest levels since 2000… Stocks as a percentage of household assets adjust for pensions funds are now the 2nd highest ever… The average expected return of state and local pension funds is 7.5%... The number of days the VIX has spent below “10” in 2017 was 52 (the combined amount for all years dating back to 1999? Less than “10”)…

We then discuss Meb’s upcoming personal portfolio rebalance. He publishes this each year, and he gives us the preview. Then there’s a discussion of Bitcoin, and Meb’s thoughts on how an investor might reasonably participate if so desired.

Then we hop into some listener/Twitter questions:

  • Is there a broad asset class that appears especially attractive right now? Emerging Markets seems to have gone to a case-by-case situation. Is there an entire asset class you like?
  • Why does value investing works?
  • If you had to buy one country and hold it for 10 years, which one would it be?
  • Have you ever done a back-test combining a simple moving average timing strategy overlaid with a value approach? For instance, going long an asset class when it’s above its SMA, but below a historical multiple?
  • What changed in your investing philosophy in the last year?
  • Value factors been out of favor for a decade or however long. At what point can we say they've been arbed out and not coming back…ever?
  • What is the long term mean or hurdle for real US Treasury rates?

Plus, Meb is about to do some traveling overseas. Where’s he headed this time? Find out in Episode 91.

More episodes from The Meb Faber Show

#235 - Ajay Prakash, Rinse - The Barriers To Entry Are Super Low…But The Barriers To Scale Are Incredibly High

In episode 235 we welcome our guest, Ajay Prakash, co-founder and CEO of Rinse.

In today’s episode, we’re talking about building and scaling laundry and dry cleaning. We talk about the …

#234 - Harindra de Silva, Analytic Investors of Wells Fargo Asset Management - Just Because A Factor Hasn’t Been Working For 3 Years…Don’t Ignore It…Continue To Evaluate It

In episode 234 we welcome our guest, Harin de Silva, president and portfolio manager for the Wells Fargo Asset Management Analytic Investors team. In …

#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space

In episode 233 we welcome our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore. In today’s episode, we’re talking about tech and the front lines of …

#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back

In episode 232 we welcome our guest, Luis Perez, Founder of Remoov. In today’s episode, we’re getting organized. We’re talking about taking the work off your hands of removing all of that …

#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight

In episode 231, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies. In today’s episode, we’re talking …

#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste

In episode 230 we welcome our guest, Ryan Lupberger, Co-Founder and CEO of Cleancult. In today’s episode, we’re talking cleaning. Sustainable …

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