The Meb Faber Show - Better Investing cover image

The Best Investment Writing Volume 5: Amie Ko, Research Affiliates - A Quick Survey of "Broken" Asset Classes

The Meb Faber Show - Better Investing

00:00

Assa Class Breakouts Are Not a Sign of Fear

Since 19 26, commodities, hiel bonds and value stocks have generated negative returns that fell within the worst decile of each asset's long term historical three year rolling return. Broadly, performance results relative to the s m p 500 tended to be more severe than absolute outcomes. Far too many investors focus on the rear view mirror ande act to fear inducing headlines. Markets are supposed to pay a risk or fear premium to reward risk bearing. Perception of risk and fear tend to go hand in hand.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
🤯 How amazing is this app?!
Sophie
App Store
Snipd helps me keep track of everything I resonated with from a show. I can always find my snips, listen to them again, share them. And there are so many great product updates regularly! Like the feature to chat with the episode: I can retrieve even more knowledge from an episode 🥹 I’m in love with this app 🤍
The game changer for learning from podcasts!
Nelson
App Store
I used to use a different app that was able to save excerpts from podcast and really enjoyed it. I could listen to the podcast and quickly save things that I wanted to come back to later. Snipd take this to a whole new level with AI integration, creating summaries of podcasts and summarizing the main takeaways from what I’ve saved and snipped. I really love how it helps me prioritize what podcast to listen to with it summaries & deep dives.