Відео

Too much talk.. Where the beef?

End of the day, sovereigns are no longer interested in US Treasuries

He got his head up his cuyo

Very articulate guest, thank you. The part I struggle with from his thesis is: he expects sustained 6% nominal growth and 6% deficit spending for the rest of the decade, yet he expects inflation to drop back down to the 2-handle. For that type of scenario to materialize, you'd need a Wakanda-style productivity boost. So, either AI becomes the 21st century's hallmark revolution (think steam engine or electricity level of advancement), or it will be absolutely impossible to reach that type of growth and deficit spending without inflation (and the long end of the curve) creeping back up.

Very Good. Many thanks guys.

Wonderful discussion.

Thank you!

Jason is great. Great episode!

Thank you!

Guest talks too fast

How do most of you guys still make profit? Even with the downturn of the economy and ever increasing life standards

Perth Tooles fund is closing in on $1b now…

Why do Americans always wear shxtty baseball caps indoors?

Don’t worry about public employees they will tap into the rest of the taxpayers and will get their pensions guaranteed.So what were their returns overall? It can’t be the minuscule amount meb said can it?

How much do we want Money to further distort the legal system?

Excellent post! Thank you very much.

But 2022 is just one year. Investing is about the long term it's a long term project

The lomitation of all Money all scenarios no matter the application area. Ther eis more to numbers than just numbers.

I agree home economics should be compulsory for all male female it teaches alot basic life skills makes u independent

This "actively managed" fund just holds 3 T-bills, but charges a whopping 0.59% mgmt fee, as if it was an actively managed stock fund with bottom up stock picking. Investors who have a little bit of time should buy the T-bills themselves. Cambia's website on TYLD lists the holdings. So continue to watch Meb, but you can skip this "fund". And I haven't mentioned the odd 33% leverage they put on, just to pretend to be "active"? That's costs on top of costs. This is not a good fund.

"Moneyball" sounds so 'smart'. It is moronic to bias and corrupt the legal system with money. A couple decades later, there will be less fairness but no way to fix it, because a powerful self-interest lobby group will be mucking up justice.

No video?

OK, that 490 equal weighted trade is actualy doable with fractional shares, but that is a LOT of mouse clicking. I just retired this month and I am rolling over a 457 B. I might just try this, because I agree the Mag 7 is WAY over vallued. 490 positions is a lot but it is not infinity. Maybe the S&P 100 minus Mag 7 might be more realistic, that is 93 positions.

Mr. Faber, how would the average investor actually pull off owning the bottom 490 stocks to gain that extra 3 points?

I think maybe SPY will self correct the problem with concentration, Mega Cap growth (Meta, Apple, Tesla, etc) cratered after years of out performance for about a year, and then took off again this year, with Nvidia grafted on to the usual suspects. That still leaves it with a high average valuation as the young lady suggests. Personally, I plan to over weight new money into FEZ over SPY. I think Ms. Catherine might approve. I won't bore everyone with all my smart or stupid trades in individual equities. I think GMO is a bit hyperbolic with the claim of this being the best opportunity to outperform in 35 years. A bit of a sales pitch, would you say?

I watch it every time I have a losing streak ! Thank you !

A new version of Ambulance Chasers.

There is definitely something wrong with our system.

Disgusting, but all legal!! Money has no smell!

This is fucking vile

"You don't recover your principal" That's a fancy way of saying YOU LOOSE YOUR MONEY

This is detestable.

Lol.

You can't afford justice? Why not gamble on it?

Are you preying on people?

so basically its the criminals funding all of the fraudulent lawsuits and the occasional legitimate one

Here in the UK we have the option to choose Accumulation or Income share classes in funds or some etfs so dividends are automatically reinvested within the fund for Acc funds. Also a lot of platforms offer automated reinvestment of dividends for shares or income etfs etc

The top of her league!

Fantastic interview !

UK investors can buy Litigation Capital to do this. You can also buy insurance risk by buying Beazley. They are operating companies that are kind of like a closed ended fund.

The Next Millionaire Next Door is a great book.

Meb, my man. Great guest and great questions. One question I have is, what are private equity returns? Her words. She gave specific numbers for the fees. A very interesting niche.

Will need to listen to the full interview, but a few points based on this clip: 1) ByteDance is a Chinese company that happens to have US investors, and the Party always comes before Capital in China. Lenin said it best that the Capitalists will sell the rope that hangs them. 2) Agreed that the legal basis for a ban is tricky, hence the primary aim is to divest TikTok US (which has limited precedent from the Grindr divestment). Bytedance can sue but any challenge in the courts would risk outing the scale of Bytedance’s complicity with the CCP on data sharing and influence campaigns. 3) It’s not a zero if they divest, TikTok is plenty popular outside the US. Heck, it’s a forced dividend for Yass that would pay out an absurd multiple of what he put in. Anyone who claims divestment is a zero is running cover for Yass or the CCP. Shutting down TikTok rather than divesting would be a self inflicted wound by petty VC’s or the Politburo who refuse to lose their influence vector. But I do agree the media just reports this stuff without deeper analysis or criticism.

Easy question. Trump hurts America while benefiting himself. Biden also hurts America to benefit himself; and on top of that, Biden Sponsors a Genocide and murders children. Who do you think most people from the Rest of the World prefers? The Lying Moron or the Lying Butcher? Enjoy "democracy", or whatever you want to call it. It just ain't.

NOT ANYMORE WITHOUT CHINESE MONEY

Does it count as having bonds in my portfolio if vanguard is probably paying my money market fund yield via short term bonds? I’ve never been diversified. All stocks and cash considering buying stocks. I’ve always been diversified. An international mutual fund is my largest holding.

Invest into the Cambria TAIL Fund for tail swings of the market It only goes down, never sideways

Great post! Commentary on the three historical precedents, i.e. roaring 20s nifty 50s & Internet bubble relevant and daunting. Keep up the great work.

Wow, SYLD beating SPY on a 5yr timeframe

Thank you Meb. This is one of the best interviews I've seen with Mohnish. I worked in a historically low-paying field (martial arts) for 35 years - but just saved 10-20% of my income religiously - let it compound - and because I did it in a structure that is tax-free upon retirement - I have now more than I can ever spend. I din't do anything really - time did it all for me. Not rocket science - but it only works if you don't mess with it. As Mohnish has often said - just 'watch the paint dry'. Thanks to both.