90 min listen
Listener Q&A Episode | #22
ratings:
Length:
61 minutes
Released:
Sep 28, 2016
Format:
Podcast episode
Description
Episode #22 is another “Listener Q&A” episode. Meb has been traveling again, this time giving several speeches. So we start the episode with Meb giving us the highlights from his most recent talk in Vegas, in which he details four mistakes that investors are making right now. Next, we get into our listener Q&A. Meb tackles: - Is shareholder yield a smart beta factor in its own right, or is it a combination of factors? - Should a shareholder yield strategy outperform portfolios with size, value, and momentum tilts? - Is there a reason why Meb rarely talks about adding small caps to a portfolio? - What are the merits of investing in ETFs versus bonds directly? - Can sentiment indicators be used to add tangible long-term value to a portfolio? - How does Meb define risk, a term he uses quite often? - While certain global countries with low CAPEs appear attractive, if the U.S. entered a correction, wouldn’t those foreign countries follow, negating the decision to invest there? There’s plenty more, including talk of gambling in Vegas (and counting cards), Meb’s high school reunion, and some of the worst investment losses Meb ever suffered (think “biotech” and “options”). Hear it all in Episode 22.
Released:
Sep 28, 2016
Format:
Podcast episode
Titles in the series (100)
#2 - Patrick O’Shaughnessy - An Unexpected Drop-in from Patrick O’Shaughnessy: Meb and Patrick cover lots of ground in this fun episode. They discuss stocks not to own right now, Meb’s worst market loss of all time, and Patrick’s career advice in response to listener Q&A. They then get a laugh reading aloud the worst... by The Meb Faber Show