The Meb Faber Show: “The Chart Book: Investment Beliefs, Home Country Bias, and How Inflation Can Impact Valuations”
The Chart Book: Investment Beliefs, Home Country Bias, and How Inflation Can Impact Valuations
In episode 11 of The Chart Book, Meb gets into some commonly held investment beliefs, the danger of home country bias, and how inflation can impact valuations.
After talking about historical stock and bond returns during periods of high and low inflation, Meb touches on the recent spike in commodity prices. Then he talks about the stock market entering the “dark quadrant.” He finishes by emphasizing the need to be mindful of all expenses, costs, and taxes.
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