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Meb Faber Profile picture
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Jan 17,, 5 tweets, 4 min read
Top Podcasts of the Week!

Investing
💥 @CFAOrlandoFL & @CC_Rock w/ @jasonzweigwsj

podcasts.apple.com/us/podcast/jas…
💥 @jspujji and @bizbreakdowns w/ Jeff Hoffman

podcasts.apple.com/us/podcast/can…
💥@bilalhafeez123 w/ @MarkYusko

podcasts.apple.com/us/podcast/mar…
The Rest
💥 @PabloTorre w/ @DavidEpstein

podcasts.apple.com/us/podcast/is-…
Here's mine 👇

@dan_zwirn on a stoic approach to investing

podcasts.apple.com/us/podcast/382…

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More from @MebFaber

Meb Faber Profile picture
Jan 18,
The S&P 500 is near all time highs, and yet there is a sea of red today and lot of carnage under the surface...

One day you'll have an investment, or all of your investments, that will go down a lot.

Like 50-100% a lot.

We all have, and if not yet, you will.
Even broad asset classes spend about 80% of the time in a drawdown.

Some can last for decades or more.

To be a good investor you have to be a good loser...from 2014:

mebfaber.com/2014/12/12/be-…
I've made over 300 startup investments over the past 8 years, and I fully expect at least 100 to be total zeros.

-100%.

mebfaber.com/2021/07/01/jou…
Read 7 tweets
Meb Faber Profile picture
Jan 12,
Most people have little to no real asset exposure...

In a world of 7% inflation, is that wise?👇
To everyone asking "why not include your house"; because no one ever quotes their portfolio returns *including* their house.

"My portfolio was flat last year"

"Wait, I thought you were 100% in tech stocks that went down 50%?!"

"I am, but my house was up 50% so I'm flat"
It's mental accounting or bucketing, but my experience is people rarely think about it together.

If you could have a more optimal portfolio including real assets, regardless of house value, most would take that choice IMO.
Read 4 tweets
Meb Faber Profile picture
Jan 10,
Top Podcasts of the Week!

via theideafarm.com

@halfkelly w/ @bp22 on a framework for risk management

podcasts.apple.com/us/podcast/bil…
@tracyalloway & @TheStalwart w/ @CoffeeNinjaRyan on the rising prices of coffee beans

podcasts.apple.com/us/podcast/why…
@williamgreen72 w/ @RayDalio on the changing world order, principles & lessons from a family tragedy

podcasts.apple.com/us/podcast/tip…
Read 5 tweets
Meb Faber Profile picture
Dec 27, 2021
We compiled all the Best Investment Writing Volume 5 into one mega episode...enjoy!

Campbell Harvey (@camharvey) & Michele Mazzoleni, Jack Vogel (@jvogs02), Brian Barish, Andrew Patterson, Peter Chiappinelli, Amie Ko, Sean Duffin...

mebfaber.com/2021/12/27/biw…
John Pease, David Blitz, Guido Baltussen (@BaltussenGuido), Pim van Vliet (@paradoxinvestor), Vineer Bhansali (@longtailalpha), Larry Siegel (@LaurenceBSiegel), Dan Rasmussen (@verdadcap), Amie Ko, Sean Duffin, Greg Obenshain (@GregObenshain), John Pease, David Blitz,
Guido Baltussen (@BaltussenGuido), Pim van Vliet (@paradoxinvestor), Vineer Bhansali (@longtailalpha), Larry Siegel (@LaurenceBSiegel), Dan Rasmussen (@verdadcap), & Greg Obenshain (@GregObenshain)
Read 4 tweets
Meb Faber Profile picture
Dec 15, 2021
If you're looking for some holiday gifts, why not check out a kick ass startup?

Big discounts in our gift guide!

(UGLYMEB is still my favorite code)

mebfaber.com/mebs-deals/
Check out real time blood glucose with @nutrisenseio

Code MEB for $50 off your first month for new members

nutrisense.io
I'm warning you, this is fun (and addictive)...stock up on some killer wine with free upgrades at @UCellar !

Code MEB for $100 off first purchase of $150 or more

undergroundcellar.com
Read 19 tweets
Meb Faber Profile picture
Dec 14, 2021
This isn't specific to ARK, but an Iron Law of investing....don't chase short term performance!

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Read 4 tweets

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