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Mar 6 • 7 tweets • 5 min read
Best Podcasts of the Week!

@RealVision & @maggielake w/ @PeterZeihan on how the war between Russia & Ukraine is impacting international relations, asset prices & global stability

podcasts.apple.com/us/podcast/ene…
@TWiStartups & @Jason w/ Joel Greenblatt on today's market, the state of American capitalism and the different between investing and speculating

podcasts.apple.com/us/podcast/tec…
@InvestLikeBest & @patrick_oshag w/ Eric Mandelblatt on the industrial economy, commodities & rails

podcasts.apple.com/us/podcast/eri…
@tferriss w/ @morganhousel on the psychology of money

podcasts.apple.com/us/podcast/576…
@tferriss w/ @BoydVarty on the lion tracker's guide to life

podcasts.apple.com/us/podcast/571…
Here's mine 👇

@koyfman of @KoyfinCharts on building a Bloomy like offering for a lot less money

podcasts.apple.com/us/podcast/395…
@peterngunyi_com on transitioning from operator to investor and the need for accelerators in Africa

podcasts.apple.com/us/podcast/394…

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More from @MebFaber

Meb Faber Profile picture
Mar 7
Might be my favorite quote to open a book ever...

"John, venture capital, that's not a real job. It's like being a real estate agent."
@intel Andy Grove to @johndoerr

Via @scmallaby new great book The Power Law

amazon.com/Power-Law-Vent…
We talk a lot about power laws in the investing world...A summary post followed by some of my favorite papers on the topic:

mebfaber.com/2020/03/03/the…
Bessembinder paper "Do Stocks Outperform Treasury Bills?"

papers.ssrn.com/sol3/papers.cf…
Read 7 tweets
Meb Faber Profile picture
Feb 27
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…
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 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…
Read 6 tweets
Meb Faber Profile picture
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 Profile picture
Feb 21
Top Podcasts of the Week!

@HiddenForcesPod & @kofinas w/ @elerianm on the market, econony & the Fed podcasts.apple.com/us/podcast/mon…
@JTLonsdale w/ @tylercowen on funding & spurring innovation in science, education & entrepreneurship

podcasts.apple.com/us/podcast/fas…
@tracyalloway & @TheStalwart w/ @howardlindzon on the status of public & private markets

podcasts.apple.com/us/podcast/how…
Read 5 tweets
Meb Faber Profile picture
Feb 14
Top Podcasts of the Week!

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

podcasts.apple.com/us/podcast/seb…
@Greenbackd, @BillBrewsterTBB & @farnamjake1 with Value After Hours

podcasts.apple.com/us/podcast/val…
@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 Profile picture
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

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