Meb Faber: Warren Buffett Didn't Follow His Own Advice | #631

While in Omaha for Berkshire week, Meb hopped on another podcast as a guest. It was a fun one, so we're releasing it here as well.

In today's episode, Meb Faber makes the case against home country bias, pointing to Korea's near-triple and Japan's decades-long round trip as reminders that cycles always turn. He explains why shareholder yield tells a truer story than dividends, why there are now more ETFs than stocks, and why tax alpha matters more than chasing returns.

To close, Meb reflects on multi-decade compounding — and the mistakes that quietly take investors out of the game.

(0:00) Starts

(2:06) Meb's thoughts on Warren Buffett

(5:11) Global diversification and home country bias

(14:29) Shareholder yield

(27:45) Positive investment behaviors

(30:19) The ETF industry and the current investment landscape

(35:18) Rapid fire questions

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For detailed show notes, click here

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Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. 

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Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

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