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
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.
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Links from the Episode:
- 0:40 – Intro
- 0:55 – The Meb Faber Show – Episode #150: Bill Smead, “The United States Economy Is Highly Likely To Be The Strongest The Next 10 Years It’s Been Since The Baby Boomers Went Through The 30 to 45-Year-Old Age Range”
- 1:02:07 – The Meb Faber Show – Episode #172: Cam Harvey, “This is a Time of Considerable Risk of a Drawdown”
- 2:48:00 – The Meb Faber Show – Episode #171: Raoul Pal, “Buy Bonds. Buy Dollars. Wear Diamonds.”