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Podcast: The Meb Faber Show - Better Investing
Episode: #166 - Radio Show - Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)
Description: Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio:Bonds, stocks, and valuation
A Tweet from Movement Capital showing the various phases on 10-Yr Treasury return. Annualized Real total return from 1-1926 to 9-1981 was flat. 9-1981 to 1-2013 annualized a real return of 6.67%. Those two periods aren’t captured in the total real return from 1-1926 to 9-1981 of 2.38%.
Negative yielding bonds, and the case for investing in them.
From strategies outlined in the Global Asset Allocation book: The average yearly spread between the best and worst perf...