
The Meb Faber Show - Better Investing Jeroen Blokland, True Insights - Multi Asset Masterclass | #473
Mar 29, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Hirun Blockland: A Multi-Asset Masterclass
01:40 • 1min
The Importance of Sentiment in Investing
03:09 • 5min
The Systemic Banking Crisis
07:39 • 5min
The Future of Banking Uncertainty
12:17 • 5min
The Implications of the Banking Crisis on the ISM Manufacturing Index
17:39 • 2min
The Relationship Between the S&P 500 Index and the ISM Manufacturing
19:22 • 6min
The Importance of Sentiment in Equity Markets
25:02 • 2min
How to Think About Gold
26:51 • 2min
The Risk Return Characteristics of Gold
28:24 • 5min
Gold Miners: A Unique Asset Class
33:20 • 4min
The NASDAQ Outperformed SP 500 Index
37:24 • 3min
The Underweight of Emerging Market Equities
40:03 • 4min
The Future of Housing
43:36 • 4min
The Slowdown in the Housing Market
48:04 • 2min
The Importance of Implied Recession Odds
49:45 • 4min
The Banking Crisis and the Future of Equity Markets
53:26 • 3min
The Best Place to Find You
56:10 • 2min
Cambria Shareholder Yield ETF
58:11 • 3min
