The Meb Faber Show - Better Investing The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426
Jun 29, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
Trades That Are Too Big - Or Are They Too Small?
02:39 • 3min
Is This Really the Next Chapter in Your Life?
05:25 • 4min
We're in a Secular, Encyclical Regime
08:59 • 5min
The Five Most Dangerous Wards
14:00 • 4min
Is the Fed Really Right When It Says It's Temporary?
17:54 • 2min
The Housing Market Is Getting Worse
20:12 • 3min
Are Mortgage Rates Going Up?
23:12 • 2min
Tiger Woods Shows Up Every Day for His Craft
24:49 • 2min
Investing in a Diversified Portfolio
26:45 • 2min
Investing in Private Equity
28:36 • 2min
The Importance of Humility in Investing
30:49 • 4min
Stocks and Bonds Look Pretty Stinky Together
34:30 • 2min
Retail Investors Aren't Protected
36:21 • 2min
The Implications of Rising Food Prices Around the World
37:53 • 3min
The Russian War in Ukraine Could Just Play Out
40:54 • 4min
The Pain of Paying
44:29 • 2min