We Asked Meb Faber Why US Stocks Won for 250 Years — And If It Can Continue
About this episode
Meb Faber discusses the historical success of U.S. stocks and the implications for future investing.
Meb Faber, co-founder and CIO of Cambria Investment Management, joins Excess Returns to discuss his new book, Investing in America: The Rise of a 250 Year Bull Market. We explore why the United States became one of the greatest long-term compounding stories in market history, what investors can learn from 250 years of booms and busts, and why Meb can be optimistic about America while still cautious on today’s expensive market-cap-weighted S&P 500. Investing in America: The Rise of a 250 Year Bull Market https://amzn.to/4f1H5Aw Meb Faber on X https://x.com/MebFaber Main topics covered Why America can be viewed as the ultimate venture capital success story How joint stock companies, risk-taking and ownership helped shape the U.S. economy Why studying 250 years of market history changes how investors think about volatility The long-term case for stocks and why the time horizon matters so much Why bear markets are a natural part of capitalism and long-term compounding How U.S. market dominance happened and why it was not preordained Why expensive valuations, low dividend yields and new supply may matter today The role of dividends, buybacks, shareholder yield and reinvestment in…
More episodes of Excess Returns
- It Only Happens at Bottoms | Andy Constan on the Options Extreme That Showed Up at the Highs
- Jack Schwager on Timeless Lessons from Elite Traders
- The Recession the Unemployment Rate Can't See | Eric Pachman on the Data Beneath the Jobs Report
- Jim Paulsen Sees a Correction Coming | The 33 Charts That Turned Him Cautious
- Big Uptrend. Tech Momentum Fading | Katie Stockton on the Rotation Investors Are Missing
- We Asked a $1 Billion Quant Manager Why Concentration Isn't a Warning — and Small Caps Aren't Dead
Explore listener stats, chart rankings, contacts and more on the Excess Returns podcast page.