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PodMine

Global Investing

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1 episode
Nov 27, 2025• Monetary Matters with Jack Farley

As Good As It Gets? | Meb Faber on U.S. Stock Valuations, Trend Following, and Endowment Allocations To Private Markets

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.

1:12:27