Episode #195: Top Podcasts 2019 – Replay: Bill Smead, Cam Harvey, Raoul Pal

Episode #195: Top Podcasts 2019 – Replay: Bill Smead, Cam Harvey, Raoul Pal

 

Guests: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal

Run-Time: 3:55:41


Summary: Episode 195 is a replay of The Meb Faber Show’s top podcasts of 2019. Guests include Bill Smead, Cam Harvey, and Raoul Pal.

Hear Bill Smead discuss his firm’s value investing process, his view of the investing landscape, and his thoughts about millennials being in position to drive the economy in the future.

Next, dig into Cam Harvey’s 1986 dissertation, his research on inverted yield curves and what that means for economic growth and various asset classes, and some thoughts on cryptocurrency and blockchain technology.

Finally, listen to Raoul Pal and his take on global growth, where he thinks investment opportunity lies, his discussion of “The Doom Loop,” and risks to the global economy.


Comments or suggestions? Email us Feedback@TheMebFaberShow.com or call us to leave a voicemail at 323 834 9159

Interested in sponsoring an episode? Email Justin at jb@cambriainvestments.com

Links from the Episode: