The Meb Faber Show - Better Investing
Drew Dickson on Navigating Behavioral Biases, U.S. vs. European Stocks, & Tesla | #520
Feb 9, 2024
01:03:59
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Quick takeaways
- The US has outperformed Europe in terms of investment returns since the Global Financial Crisis, raising questions about the future trajectory of Europe's market performance.
- Shedding biases is crucial for generating alpha in the market, as influenced by Nobel laureate Richard Thaler's impact on the guest's investment philosophy.
Deep dives
European Markets and the Trend of US Outperformance
The podcast episode discusses how for several decades leading up to the Global Financial Crisis, both the US and Europe had similar returns in terms of investment. However, since then, the US has outperformed Europe significantly. The episode explores whether this trend will continue or if Europe will reverse the situation in the future. It also delves into the impact of Nobel laureate Richard Thaler on the guest's investment philosophy, highlighting the importance of shedding biases to generate alpha in the market.
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