The Meb Faber Show - Better Investing Bill Bernstein on Financial History, Star Managers & The 4 Pillars of Investing | #490
7 snips
Jul 19, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 2min
The Four Pillars of Investing
01:32 • 2min
The Four Pillars of Long-Term Success
03:07 • 3min
The 2% of Market Events That Destroy Portfolios
05:59 • 2min
The Danger of Eloquence
08:03 • 3min
The Importance of Narrative and Storytelling
10:43 • 2min
The Power of Social Media
13:02 • 2min
The Black Swan
14:56 • 3min
The Fastest Way to the Poor House
17:49 • 2min
The Math of Charging 20% Carry on a 100 and Fifty Billion Dollar Company
19:35 • 4min
Dr. Bernstein's Take on the Stock Market
23:09 • 2min
The Importance of Diversifying Properly
24:56 • 3min
The Psychology of Investing
27:59 • 3min
The Risky Side of a Portfolio
31:22 • 2min
The Biggest Non-Diversity Mistake People Make
32:53 • 2min
The Joys of Passive Management
35:04 • 2min
The Impossible Job in the World
36:37 • 2min
The Leverage of US Stocks and Bonds in the Last 20 Years
38:14 • 3min
The Future of Inflation
41:05 • 3min
The Importance of Social Trust
43:49 • 3min
The Weirdest People in the World
46:32 • 4min