#30: Meb Faber On The Future Of Investment Management
Superinvestors and the Art of Worldly Wisdom
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The Importance of Value in the Trinity Portfolio
Trinity portfolio has a value bent, and I think it's important to talk about the disparity between valuation here in the United States and overseas. Most people think that the big invention, the revolution that Jack Bogle and others created was the index fund. And this is a surprise to almost every investor we talk to where these market cap based indexes are based purely on price alone.
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