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Feb 7 • 7 tweets • 5 min read
Top Podcasts of the Week!

@zbfuss w/ @compound248 on turning Twitter around

podcasts.apple.com/us/podcast/twi…
.@christine_benz & @syouth1 w/ @AndrewWLo on the perfect portfolio

podcasts.apple.com/us/podcast/and…
.@HiddenForcesPod & @kofinas w/ @Spencerjakab on the revolt of the retail investor

podcasts.apple.com/us/podcast/rob…
@HarryStebbings w/ @mcuban on his attempt to disrupt the pharmaceuticals industry

podcasts.apple.com/us/podcast/20v…
.@MorganStanley's Andrew Sheets & Martijn Rats on the setup for commodities in 2022

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

@TotemMacro on the US bubble & once-in-a-generation opportunity in emerging markets

podcasts.apple.com/us/podcast/387…
@MasterworksIO & @scottlynn on becoming the largest buyer in the art market

podcasts.apple.com/us/podcast/388…

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More from @MebFaber

Meb Faber Profile picture
Feb 8
You hear a lot on fintwit about trying to increase equity ownership for all Americans...phrases like:

Pay Me In Equity
Freedom Dividend
Ownership Economy
Inclusive Capitalism
American Owned

What org or company is making the most progress here?
We have @packyM talking about "American Owned"

"We need to make America the place where everyone is an owner, and everyone acts like an owner. We need to make it the place where hard work and risk taking are applauded and rewarded."

notboring.co/p/ownership-an…
@ritholtz and others talk at length about the concept of the "Baby Bond" (though I think it needs to be tied to equity instead of debt)...

(And @RobertJShiller talks about GDP bonds which could be an interesting innovation...)

project-syndicate.org/commentary/the…

Read 10 tweets
Meb Faber Profile picture
Jan 30
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…
Read 7 tweets
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

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