Meb Faber on the Big Bear Market in Diversification and Tactical Allocation
Episode publishedPodcast: Odd LotsOdd Lots
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Hello, and welcome to another episode of the All Thoughts podcast. I'm Tracy Alloway.
And I'm Joe Weisenthal.
Joe, do you ever feel like the investment gods are punishing you? Oh,
my god. I think about this all the time. Like, you know, when I first started investing my money, I'm like, I'm going to be a very prudent diversifier. And I'm going to buy some bond funds. Some
hard assets. Some
stock funds. I'm going to invest internationally. I'm going to invest a little bit in emerging markets. I'm going to buy some REIT ETFs so I get a little income. Yes. I thought I was being very smart for that. But all it turns out is I should have just bought QQQ or, you know, the big tech stocks and how
to be doing so much better.
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