The Meb Faber Show - Better Investing Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
11 snips
Dec 16, 2022 
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
Gove Calls, Louis Vincent Gove
01:59 • 2min
Global Investors - What's the World Looking Like?
03:35 • 2min
The Chinese Communist Party
06:00 • 4min
Is China Stockpiling Commodities?
10:20 • 3min
Is China on Emerging Markets?
13:49 • 5min
Is China Going to Invade Taiwan?
19:06 • 6min
Are They Going to Be Hurt by the China Reopening?
25:05 • 3min
Cambria - The Cleanest, Dirtiest Shirt
27:51 • 5min
Is the Fed Pivotal?
32:47 • 3min
The Boom in the Stock Market
35:58 • 2min
Are You Down on the Year?
37:35 • 6min
The View I Hold - Equities Are Much Safer Than Bonds
43:16 • 2min
The Stay Rich Portfolio
45:32 • 3min
The European Divergence Fund
48:20 • 4min
Cambria ETFs - What Are the Best Places to Find Your Fund?
51:54 • 3min