The Business Brew

Meb Faber - Quant Savant

Oct 7, 2021
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Episode notes
1
Introduction
00:00 • 2min
2
Investing in the US
02:18 • 2min
3
Biotec Analist - Where Do You Want Me to Start?
04:44 • 3min
4
The Rise of the Retail Investor
07:23 • 2min
5
Stockmark Valuation
09:46 • 4min
6
Wall Street Bets - Is That Really the Case?
13:27 • 2min
7
Index Construction
15:39 • 5min
8
Cape Ratios and Valuations Are Not the Same
20:15 • 4min
9
Stocks and Bonds - The Only Choices
24:17 • 2min
10
Do You Still Awake?
26:24 • 4min
11
Are You a Valuation Agnostic?
30:34 • 5min
12
How Real Career Risk Is at Driving Allocation Decisions?
35:35 • 4min
13
Using Valuation in the Stock Market
39:33 • 3min
14
Stocks
42:25 • 3min
15
Buy and Hold, Great Investing Strategy
45:41 • 2min
16
Trinfawing, You Look Stubborn Sometimes
47:32 • 2min
17
The Trinity Concept - Half in Binhold and Half in Trend
49:33 • 6min
18
What if You Miss the Ten Worst Days in the Market?
55:28 • 3min
19
Putting All My Eggs in a Bask
58:55 • 3min
20
Market Cap Waiting Is the Smart Thing to Do
01:01:37 • 2min
21
I'm Not Getting in the Financial Management Game
01:03:54 • 2min
22
Will You Subsidize the Stocks?
01:05:54 • 5min
23
Is the Podcast Helping With Deals?
01:10:58 • 2min
24
The Best Way to Increase Yield on Your Public Investing Portfolio
01:13:01 • 5min
25
Trenfaling
01:18:13 • 4min
26
I've Got Too Much Turn Over in My Portfolio.
01:22:20 • 4min
27
Is It Easy to Go From Ten Million to a Hundred Million?
01:26:43 • 3min
28
The Best Year in a Hundred and Twenty Years
01:29:27 • 3min
29
Is the Stock Market Going Crazy?
01:32:24 • 3min
30
The Universal Hate of Thefed
01:35:21 • 3min
31
I Don't Like the Government
01:38:32 • 2min
32
13 F R Application Is a Better Approach to Investing in Long Term Hedge Funds Than the Hedge Fonds
01:40:19 • 5min
33
The Old God Would Get Fired Thing, Right?
01:45:31 • 4min