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Radio Show: Bitcoin Futures Are Here - What Now? | #85

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Manage episode 193452967 series 1058800
Content provided by Meb Faber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meb Faber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 85 is a radio show format. Meb starts with a recap of his latest travels – this time he was off to New York then Europe. Then, it’s onto Q&A. Some of the questions and topics you’ll hear are:

  • To what extent do economic indicators have any effect on Meb’s view of the markets?
  • Bitcoin has been on a meteoric rise recently in advance of the introduction of Bitcoin futures on Sunday 12/10. What are the potential ramifications of futures trading on it? New money coming in? Prices imploding?
  • What about blockchain? How will it affect various industries?
  • Wes Gray and Toby Carlisle have argued that EV/EBIT is a better metric than PE for latching onto the value premium. Why not then use a cyclically adjusted EV/EBIT instead of CAPE?
  • Someone puts a gun to your head and tells you that you have $1M from an orphanage which you must invest in a single stock. What do you pick?
  • If enough people adopt a trend following approach, and the trend starts heading south, could it lead to a market meltdown like ’87?
  • What are Meb’s thoughts on the best ways to invest when your assets are stuck in a 401k?

As usual with the radio show formats, there are plenty of rabbit holes including the Big Mac Index, why you shouldn’t go into a sauna in Zurich wearing clothes, Meb’s old econometric models, and why expectations for the traditional 60/40 appear unrealistic all around the globe.

All this and more in Episode 85.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

602 episodes

Artwork
iconShare
 
Manage episode 193452967 series 1058800
Content provided by Meb Faber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Meb Faber or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Episode 85 is a radio show format. Meb starts with a recap of his latest travels – this time he was off to New York then Europe. Then, it’s onto Q&A. Some of the questions and topics you’ll hear are:

  • To what extent do economic indicators have any effect on Meb’s view of the markets?
  • Bitcoin has been on a meteoric rise recently in advance of the introduction of Bitcoin futures on Sunday 12/10. What are the potential ramifications of futures trading on it? New money coming in? Prices imploding?
  • What about blockchain? How will it affect various industries?
  • Wes Gray and Toby Carlisle have argued that EV/EBIT is a better metric than PE for latching onto the value premium. Why not then use a cyclically adjusted EV/EBIT instead of CAPE?
  • Someone puts a gun to your head and tells you that you have $1M from an orphanage which you must invest in a single stock. What do you pick?
  • If enough people adopt a trend following approach, and the trend starts heading south, could it lead to a market meltdown like ’87?
  • What are Meb’s thoughts on the best ways to invest when your assets are stuck in a 401k?

As usual with the radio show formats, there are plenty of rabbit holes including the Big Mac Index, why you shouldn’t go into a sauna in Zurich wearing clothes, Meb’s old econometric models, and why expectations for the traditional 60/40 appear unrealistic all around the globe.

All this and more in Episode 85.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

602 episodes

All episodes

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