The Meb Faber Show - Better Investing28 Mar 2018

Radio Show: Meb's Bullish on Emerging Markets... Strategies for Limited 401K Options... and Listener Q&A | #99

Episode 99 is a radio show format. We start discussing some of Meb’s “Tweets of the Week.” The first involves a presentation from Rob Arnott at Research Affiliates, which Meb considered “required reading for financial advisors everywhere.” It involves the amount of extra alpha you’d need to generate in order to offset taxes given various market approaches. Next, we discuss another Tweet from Meb in which he asked readers to guess at the largest drawdown in US bonds in real terms between 1900 and 2010. Turns out, the majority of respondents were far off. Meb gives us the results and takeaways. Then there’s a discussion of taxes in light of crypto gains (and losses). It seems lots of people may not be factoring tax payments into the equation. Not sure the IRS is going to look favorably on that… We then jump into listener Q&A. Some of the questions you’ll hear answered include: Why should we listen to your podcast when you say the best ROI is to focus on skills directly benefiting our work performance? You've said you'd like to invest in a farm REIT. But you've written about dividend investing as a suboptimal strategy. Can you reconcile these two apparently contradictory ideas? Which asset class is going to shine 5 years from now? What’s the best strategy for folks with a limited selection of 401k funds? There’s plenty more, including why Meb is still very bullish on emerging markets, the realities of mutual fund investing with fees/taxes included, and Meb’s upcoming travel plans. Check it all out in Episode 99.

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