The Meb Faber Show - Better Investing The Best of 2024: Damodaran, Gerstner, Asness, Bessembinder & French | #564
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Dec 27, 2024 Explore the highlights of 2024, featuring insights from renowned guests like Aswath Damodaran, who dives into the future of Apple and Spotify. Brad Gerstner shares his unique perspectives, while Cliff Asness discusses market trends and investment strategies. Hendrik Bessembinder examines stock performance metrics, and Kenneth French delves into the essence of value investing. These thought-provoking discussions provide valuable insights for investors looking to navigate the financial landscape.
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Ken French on Investing
- Ken French discussed long-term investing and the global market portfolio.
- He also addressed misconceptions about stock buybacks.
Bessembinder on Stock Returns
- Hendrik Bessembinder explored long-term stock returns and wealth generation.
- He discussed the best-performing stock of all time and power laws in the market.
Asness on Market Efficiency
- Cliff Asness discussed diversification and managing short-term expectations.
- He shared his view on market efficiency changes throughout his career.