Challenging Conventional Investing Beliefs with Meb Faber
Excess Returns
Global Stock Market Dynamics
This chapter explores the historical performance of international stock markets versus US stocks, discussing periods of non-US leadership and the necessity of diversification. It critiques the impact of interest rates on market valuations and examines the risks of home country bias in investing, emphasizing the importance of broadening investment strategies. Additionally, it highlights the significance of accountability among fund managers and the efficacy of simpler investment solutions like ETFs while assessing the CAPE ratio and alternative valuation metrics.
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