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Rodrigo Gordillo & Corey Hoffstein - Instagram Frauds, Inflation Volatility, Tech Crisis, & Return Stacking | #484

The Meb Faber Show - Better Investing

CHAPTER

How to Evaluate ETFs in Isolation

Mevon: We as an industry still continue to look at every single line item in our portfolio without thinking about how it contributes to the overall composition. And we are willing to sell stuff because we don't like its recent return without considering that going forward, it had a very important role from a diversification perspective. Mevon: If you buy into trend doing those things, then it's an emotional-in to the buy-in methodology. It can't just be for me lately; I need to go back and write down why these things are wrong.

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