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Meb Faber

Feb 27 • 6 tweets • 5 min read

@businessbrewpod

Best Podcasts of the Week!

@businessbrewpod & @BillBrewsterTBB w/ Chris Cerrone on:

* Joshua Waitzkin's approach to learning
* the art of (not) selling (paper)
* finding high-quality businesses

podcasts.apple.com/us/podcast/chr…

@DanielYergin

older @DanielYergin on The New Map, Energy, Climate & the Clash of Nations:

* there are 1M kids currently 'employed' in lithium mining
* a new lithium mine takes 16 yrs to open
* EV's are 20% plastic, which comes from petroleum

H/T @lhamtil

podcasts.apple.com/us/podcast/ene…

@jaltucher

@jaltucher w/ @SethS_D on:

* finding an edge with data
* why he loves analyzing Google search data
* what data says on how you can improve your life

podcasts.apple.com/us/podcast/824…

@dailystoic

@dailystoic & @RyanHoliday w/ @arthurbrooks on:

* how to manage your wants to increase happiness
* why good habits & systems are the keys to a happy life

podcasts.apple.com/us/podcast/art…

@LaurensSwinkels

Here's Mine 👇

@LaurensSwinkels One of my favorite researchers) on:

* the global market portfolio
* history of factor premiums
* sin stocks & ESG
* realistic expected returns

podcasts.apple.com/us/podcast/392…

@DuncanKelm

Tax expert @DuncanKelm on:

* Employee Retention Tax Credit
* opportunity zones
* QSBS
* other random tax credits!

podcasts.apple.com/us/podcast/393…

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More from @MebFaber

Meb Faber

@MebFaber

Feb 26

Lost in the brutal geopolitical news, a few of my favorite reads of the year dropped this week...they're below if you're looking to think on something else for a bit

1. CSFB GIRY 2022

credit-suisse.com/about-us/en/re…

A reminder on how inflation affects asset class returns ....

Asset class returns after interest rate rises, and falls

Read 6 tweets

Meb Faber

@MebFaber

Feb 21

@HiddenForcesPod

Top Podcasts of the Week!

@HiddenForcesPod & @kofinas w/ @elerianm on the market, econony & the Fed podcasts.apple.com/us/podcast/mon…

@JTLonsdale

@JTLonsdale w/ @tylercowen on funding & spurring innovation in science, education & entrepreneurship

podcasts.apple.com/us/podcast/fas…

@tracyalloway

@tracyalloway & @TheStalwart w/ @howardlindzon on the status of public & private markets

podcasts.apple.com/us/podcast/how…

Read 5 tweets

Meb Faber

@MebFaber

Feb 14

@matthewclifford

Top Podcasts of the Week!

@matthewclifford w/ @scmallaby on venture capital & power laws

podcasts.apple.com/us/podcast/seb…

@Greenbackd

@Greenbackd, @BillBrewsterTBB & @farnamjake1 with Value After Hours

podcasts.apple.com/us/podcast/val…

@practicalquant

@practicalquant & @jjcarbonneau w/ @DavidGFool on rule breaker investing lessons from his first VC fund

podcasts.apple.com/us/podcast/mot…

Read 5 tweets

Meb Faber

@MebFaber

Feb 9

A simple way to think about stock markets...and returns in that mode back to 1920s in US.

Green Light: cheap, in an uptrend , 17%
Yellow Light: expensive, in an uptrend, 9% (now)
Red Light: expensive, in a down trend, 3%

trend 10-month SMA
valuation CAPE ratio at the time

This exercise really illustrates two insights...

1. The trend is your friend.

2. Using only value is dangerous as you can still make money in expensive markets and bubbles. But you need to have a parachute exit for when the signal changes...

So obviously the US is in Yellow Light mode (was darn close to Red Light recently and QQQs are there)....but there are some markets that are in Green Light mode, or as my friend Sjugg describes...

Cheap, hated, and in an uptrend!

Read 5 tweets

Meb Faber

@MebFaber

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?

@packyM

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

@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…