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#30: Meb Faber On The Future Of Investment Management

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The Importance of Keeping Asset Classes Agnostic

When asset classes are down two, three years in a row, negative, you have negative return. The problem with spending investors is they identify, say, I'm a gold bag or an income investor. You should be asset classic, not as a problem. Value investing works because the valuation metric does not matter.

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