The Business Brew cover image

Meb Faber - Quant Savant

The Business Brew

00:00

The Old God Would Get Fired Thing, Right?

If i had to place one bet for the next decade and close my eyes and just look at absolute return potential, to me it's emerging markets value. But if i had like desert island, any environment, retain my purchasing power, i would do a momentum in trens strategy so that it exits to cash and bonds ifv world goes through some sort of collapse. And again, who knows if this is transitory, if it's permanent, we're talking o teens. I think it's going to be a a bet i would not make fair enough. So when you come an l a, i should be there in october. Oh, nie, ibean manhan

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app