The Meb Faber Show: “Investors Are Repeating The Stock Market’s History”
The Meb Faber Show: “Investors Are Repeating The Stock Market’s History”
While in Omaha for Berkshire week, Meb hopped on another podcast as a guest. It was a fun one, so we’re releasing it here as well.
In today’s episode, Meb Faber makes the case against home country bias, pointing to Korea’s near-triple and Japan’s decades-long round trip as reminders that cycles always turn. He explains why shareholder yield tells a truer story than dividends, why there are now more ETFs than stocks, and why tax alpha matters more than chasing returns.
To close, Meb reflects on multi-decade compounding — and the mistakes that quietly take investors out of the game.
To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo…
(0:00) Starts
(2:06) Meb’s thoughts on Warren Buffett
(5:11) Global diversification and home country bias
(14:29) Shareholder yield
(27:45) Positive investment behaviors
(30:19) The ETF industry and the current investment landscape
(35:18) Rapid fire questions
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