Guest: Hendrik Bessembinder, a professor at Arizona State University. Recorded: 4/24/2024  |  Run-Time: 43:38  Summary: In today’s episode, Meb and Hank discuss Hank’s research on long-term stock returns and wealth generation. They explore the concept of power laws in the stock market, where a small percentage of stocks generate significant returns,...

Guest: Catherine LeGraw is a member of GMO’s Asset Allocation Team. Recorded: 4/17/2024  |  Run-Time: 45:15 Summary: In today’s episode, Catherine explains why this is “the best relative asset allocation opportunity we’ve seen in 35 years,” and “we are building portfolios with some of the highest forecasted relative and absolute returns we’ve ever seen.”...

Guest: Kenneth French is the Roth Family Distinguished Professor of Finance at the Tuck School of Business at Dartmouth College. He is an expert on the behavior of security prices and investment strategies. Recorded: 4/10/2024  |  Run-Time: 53:45  Summary: In today’s episode, Ken shares what topic he and Professor Fama disagree on. Then we get […] ...

Wrote a fun little piece on bonds: “T-Bills and Chill….Most of the Time” It never made much sense to me to take on a bunch of risk in bonds if they yield similar amounts to T-Bills (or even less!) So what if you only invested in riskier bonds when the spread is wide enough? Sort […] The post When To Take On Bond Risk…. appeared first on Meb Faber Research...

For the full list by country head on over to The Idea Farm…it’s free! Source Global Financial Data   The post Global Stock Market CAPE Ratios appeared first on Meb Faber Research - Stock Market and Investing Blog.

Here’s a crazy stat that no one will believe. The universal investment benchmark is the 60/40 portfolio of stocks and bonds. What if you replaced the bonds entirely with gold….crazy right? Turns out it makes no real difference. ¯\_(ツ)_/¯ The post What If You Replaced All of Your Bonds With…..Gold?! appeared first on Meb Faber Research - Stock Market...