The Meb Faber Show

We’ve had some great guests recently, and have many more coming up, so we decided to slip in a quick Q&A episode. No significant, recent travel for Meb, so we dive into questions quickly. A few you’ll hear tackled are: -         Some folks talk about how the inflation numbers are manipulated by the government, and how the calculations have changed. Is there any merit to this?   -         What is your opinion on market neutral strategies? If you had to build a market neutral ETF, what strategy would you use?   -         Your buddy, Josh Brown, indicates that a significant portion of valuations, specifically CAPE, are the confidence in the stability of the stock market, which will justify high valuations here in the U.S. This makes intuitive sense, but I’d like your thoughts.   -         Have you given any thought to the application of a trend following approach over a lifetime? Specially, use buy-and-hold when younger, but move to trend as one approaches retirement?   -         Based on your whitepapers, you’v