Market Regimes Explained
Meb discusses the cyclical nature of asset performance, highlighting how different markets experience periods of growth and stagnation over decades. He emphasizes the current undervaluation of foreign and emerging market stocks, suggesting that they may be poised for significant outperformance as investors overlook them in favor of high-profile US stocks. The conversation also touches on the limitations of market cap indexing, particularly in times of volatility.In this clip
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Odd Lots
Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
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