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𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 is now available!
amzn.to/4wOXn7G
I hope you enjoy it as much as I did writing it.
Happy July 4th! 🇺🇸
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Meb Faber
27.3K posts
Meb Faber
@MebFaber
Founder:@cambriafunds,@theideafarm Pod: https://t.co/CvHIZ68yqU Free books: https://t.co/gm0ghOal8Q Youtube: https://t.co/linHiudqoc Email: mf@cambriainvestments
Manhattan Beach, CA Katılım Şubat 2009
2.6K Takip Edilen141.9K Takipçiler
YouTube
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This is the best personal finance podcast episode in at least the last 10 years. podcasts.apple.com/us/podcast/the…
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QSBS success:
"Earlier-stage investing: VCs became 81% more likely to back pre-commercial startups, 60% more likely to lead first financings, and 16% less likely to syndicate.
Higher-risk outcomes: Tax-advantaged VC investments had 71% higher failure rates but achieved 131% higher exit valuations and were 2x more likely to become unicorns.
Innovation reallocation: Across 158,000 investor-firm pairings, QSBS incentives redirected venture capital toward more innovative industries producing higher-impact patents."
theideafarm.com/alternative-in…
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Investing Quote of the Day: "I know the Fed believes — because they do this stuff — that they can select a rate of interest, a policy rate of interest, that will at once encourage maximum employment, minimize the rate of inflation, and keep the financial markets percolating. And many of us say that rate is known not to humankind but only to the Almighty." - Jim Grant
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Who are the best biotech hedge funds?
Would love to learn via reverse-engineering of their history, positions, domain-expertise, etc.
Bonus points if you think I could get them on the podcast!
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Investing Quote of the Day: "Observation teaches that, it is not well for the children that they should be so burdened. The thoughtful man must shortly say, “I would as soon leave to my son a curse as the almighty dollar,” and admit to himself that it is not the welfare of the children, but family pride, which inspires these enormous legacies." - Andrew Carnegie
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WTF!!!
If you want a book sooner, you can always get a signed copy at Pages... sorry y'all, out of my hands!
"The trailer containing your books is in Albuquerque, New Mexico waiting for an appointment from the Amazon warehouse to deliver it."
pagesabookstore.com/book/978154455…
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Quietly donating $100,000,000 to @InvestAmerica24 well done @altcap
🎉🎉🎉
The All-In Podcast@theallinpod
🚨 POD UP! Fifth Bestie Brad Gerstner is BACK! @altcap fills in for @friedberg: -- OpenAI vs Anthropic IPOs -- The Open Source Decision in July 2026 -- Meta's New Model, Zuck's Price War -- China to Crack Down on Open Source? -- Trump Accounts Launch (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from SpaceX, unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism
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RIP local real estate in local newspaper lol
Meb Faber@MebFaber
If you're a financial advisor who wants to raise a few hundred million in AUM...here's an idea: Next week head down to @commonspaceLA and sponsor happy hour on @SpaceX IPO day. (Brewery is right next door). Free beers for everyone and pass out business cards. (I'd join you, but IPO day is also World Cup at Sofi)
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@RacingSisyphus @charliebilello I was asleep, the benefits of being on Pacific Time!
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@MebFaber @charliebilello Defining diversification in the era of quant finance and passive indexing more and more difficult. I'm sure you remember the Quant Quake of 2007 which may have hastened Bear Stearn's untimely demise. x.com/RacingSisyphus…
ChasingtheCigaretteSmokingMan@RacingSisyphus
Were You There During the Quant Quake? In August 2007, many quant long/short equity and stat arb strategies suffered sudden, correlated losses of 20-30% in days—while broader markets stayed calm. A liquidity crunch, not a macro shock. Remember Shakespeare's caution: "(w)hat's past is prologue." Lessons from 2007 still matter.See Kent Daniel’s CFA article "Anatomy of a Crisis" (includes the striking chart of standardized quant portfolio returns during the event): kentdaniel.net/papers/publish…
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Apple: podcasts.apple.com/us/podcast/jos…
Spotify: open.spotify.com/episode/1b5GVK…
YouTube: youtu.be/8rx5mYabFKI
YouTube
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Today we have @drjoemoore on the show to break down what actually works:
• 𝗥𝗲𝗮𝗹 𝗲𝘀𝘁𝗮𝘁𝗲 𝗯𝘂𝗶𝗹𝗱𝘀 𝗮 𝗺𝗼𝗱𝗲𝘀𝘁 𝗳𝗼𝗿𝘁𝘂𝗻𝗲: 0 of the 100 biggest US fortunes came from real estate
• 𝗖𝗵𝗮𝘀𝗲 𝗼𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆 𝗮𝗻𝗱 𝗺𝗼𝘃𝗲: 1 in 3 Americans used to relocate yearly; now it's 1 in 13
• "𝗦𝘁𝗼𝗰𝗸𝘀 𝗮𝗹𝘄𝗮𝘆𝘀 𝗯𝗲𝗮𝘁 𝗯𝗼𝗻𝗱𝘀" 𝗶𝘀 𝗮 𝗺𝘆𝘁𝗵: Bonds won most of the 1800s and stayed even until WWII
• 𝗣𝗿𝗲𝗽𝗮𝗿𝗲 𝗳𝗼𝗿 𝗿𝗲𝗴𝗶𝗺𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀: prices held flat for 100 years, then doubled in five after WWI, and every old assumption broke
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Meb Faber retweetledi
@MebFaber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.
(2:16) How long can this bull market last?
(11:30) Why U.S. investors should look abroad
(16:21) How Cambria navigates the market for investors
(27:26) The power of networking
(28:47) Meb's new book breaks down America's 250-year bull run
You can listen to this episode on all streaming platforms.
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Meb Faber retweetledi
CIO @MebFaber joined @JackOtter on @FoxBusiness to talk about his new book, Investing in America: The Rise of a 250-Year Bull Market🇺🇸
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You think every business idea has been taken.
You would be wrong:
darksecret.nyc
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