The Meb Faber Show - Better Investing

Michael Batnick & Ben Carlson – What’s Your Favorite Diversifier? PLUS: Future Proof! | #493

Aug 5, 2023
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ANECDOTE

Plane Flyby Chaos At Future Proof

  • At Future Proof last year Meb hired a plane that disrupted the event with loud flybys.
  • The plane mishap became a memorable, chaotic conference anecdote about marketing stunts.
ANECDOTE

Surf Lesson For Financial Advisors

  • At Future Proof they ran a surf lesson for dozens of financial advisors new to surfing.
  • The instructors, waivers and a strong current made it a humorous but successful event.
INSIGHT

Macro Calls Miss Company Breakthroughs

  • Valuation-based macro calls can be right but miss company-level breakthroughs that drive returns.
  • The 2010s beat low-return forecasts because mega-cap tech fundamentals delivered huge gains.
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