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2min chapter
BofA's Savita Subramanian on The New S&P 500: AI-Driven and Asset-Light | #567
The Meb Faber Show - Better Investing
Exploring Forgotten Markets and Investment Contrarianism
This chapter explores the flat returns in biotech and broader markets, advocating for a contrarian approach to investing. It contrasts perspectives between large cap growth investors and those attracted to distressed small caps, while highlighting the overlooked opportunities in mid caps and large cap value.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode