The Meb Faber Show - Better Investing Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
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Nov 7, 2022 Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
EM and Volatility - The Worst Year Ever for US Stocks and Bonds
02:46 • 2min
Risk on Cube
04:23 • 2min
What's Going on in the Global Economy?
06:23 • 4min
Are We Going to Be Like the Old People?
10:40 • 2min
Global Wealth as a Share of GDP, Did I Say That Right?
12:37 • 2min
Are You Thinking About Inflation in Emerging Markets?
14:52 • 4min
Is the Consensus Expecting Inflation to Come Back Down?
18:42 • 3min
What Do You Think Hits 5% First CPI?
21:53 • 3min
Is There Just No Choice?
24:59 • 5min
Is There a Wealth Effect in Stocks?
30:20 • 4min
Oil Is the World Central Banker Now?
34:02 • 4min
SPR Releases and Supply Disruption in the Global Oil Market
38:19 • 3min
Emerging Markets - What's on Your Mind?
41:09 • 4min
The Most Popular Tweet of the Year - US Stocks and Inflation
45:09 • 2min
China and Taiwan - What's Your Thesis?
47:32 • 5min
Portfolio Construction and Geographical Exposure in the Balkanizing World Environment
52:29 • 2min
Is Taiwan the Trifecta of Peak Fundamentals, Peak Positioning?
54:18 • 4min
Is There a Balance of Payments Crisis?
58:33 • 2min
Is There Anything Breaking?
01:00:46 • 5min
The Biggest Lies in Economics Are Asset Deflationary and Consumption Inflationaries, Right?
01:06:10 • 3min
What's the Worst Thing About Negative Interest Rates?
01:09:37 • 2min
Investing in the Markets
01:11:47 • 3min
Cambria Tail Risk ETF
01:14:40 • 3min