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Jan 30 • 7 tweets • 6 min read
Best Podcasts of the Week!

@ShaneAParrish & @TKPPodcast w/ @pmarca on investing, decision making, and the art of solving unsolvable problems podcasts.apple.com/us/podcast/129…
@patrick_oshag & @GavinSBaker on the current market environment - growth stocks, inflation & the convergence between public and private markets
podcasts.apple.com/us/podcast/gav…
@JeremyDSchwartz w/ @alphaarchitect & @hkuppy on commodities, real estate, and the ETF business podcasts.apple.com/us/podcast/beh…
@christine_benz & @syouth1 w/ @mjmauboussin on learning widely, finding the right 'game' & expectations investing podcasts.apple.com/us/podcast/mic…
@podcast_maze w/ C.T. Fitzpatrick on his investment philosophy & US opportunities podcasts.apple.com/gb/podcast/us-…
Here's mine 👇

@UCellar's Jeff Shaw on gamifying the wine-buying process 🍷🍷 podcasts.apple.com/us/podcast/385…
The legend @JohnArnoldFndtn on his trading career, energy markets today, and his philanthropic pursuits through @Arnold_Ventures podcasts.apple.com/us/podcast/386…
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More from @MebFaber

Meb Faber Profile picture
Jan 24
Best Podcasts of the Week!

@Henrik_Rasmusen on how investors behave when losing money podcasts.apple.com/dk/podcast/e54…
@EconTalker & @tylercowen on Roberts' move to Israel

podcasts.apple.com/us/podcast/tyl…
@tracyalloway & @TheStalwart w/ @mikesimonsen with an update on the housing market

podcasts.apple.com/us/podcast/inv…
Read 5 tweets
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 17
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…
Read 5 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

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