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Meb Faber discusses the current U.S. stock market's extreme valuations, arguing that while returns have been exceptional over the past 15 years, investors should look beyond U.S. stocks and consider alternatives like foreign markets, value stocks, and trend-following strategies.
David Orr discusses launching a long/short equity ETF (ORR) alongside his hedge fund, highlighting the benefits of lower fees, tax efficiency, and potential for scalability while maintaining performance.