The Meb Faber Show - Better Investing

Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think | #472

Mar 22, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
What Do You Think About Bear Markets?
02:39 • 3min
3
What's Your Framework for Looking at the US Markets?
05:25 • 3min
4
Are We Consensus?
08:36 • 5min
5
Operational Efficiency Is What the Market's Paying For
13:43 • 2min
6
Inflation and the Global Pandemic
16:09 • 4min
7
What Do You Think Is the Future of the Stock Market?
20:08 • 3min
8
Is the US Going to Be Left Behind?
23:06 • 2min
9
What Do You Think About COVID?
25:27 • 5min
10
The Chinese Stock Market - What's the Sensation?
30:08 • 2min
11
Fixed Income and Real Assets - Is That a Good Idea?
31:42 • 3min
12
Is There Consensus Quote UnQuote About Yield Curve?
34:55 • 6min
13
What's Your Most Memorable Investment?
40:27 • 2min
14
The Most Important Lesson You Learned
42:11 • 2min
15
Investing in the Cambria Tail Risk ETF
43:54 • 3min