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b"Episode 118 has a radio show format. In this one, we cover numerous Tweets of the Week from Meb, as well as some write-in questions.\\nWe start by discussing articles Meb posted in his Tweets of the Week. These include a piece by Jason Zweig about how your broker might be making 10-times more money off your cash balance than you could make on it. Then there\\u2019s discussion of valuations \\u2013 a chart by Leuthold shows how one measure of US market valuation has matched its 2000 level, and another has doubled it. At the same time, Longboard released a chart referencing a Goldman market outlook that claims \\u201cin 99% of the time at current valuation levels, equity returns have been single digit or negative\\u201d. We talk about US valuations and when \\u201cselling\\u201d might trump buy-and-hold.\\nThen we jump to foreign valuations. GMO believes emerging markets are the biggest opportunity relative to other assets in the past 20+ years. Meb clarifies what this really means. Then there\\u2019s discussion of home country geographic sector bias, whether the VC market is in a bubble (Meb tells us about some bad behavior he\\u2019s beginning to see in the space), and how the American savings rate is pretty grim.\\nWe then get into listener Q&A. Some that you\\u2019ll hear Meb address include:\\n\\nAre momentum funds just camouflaging another factor? For instance, if Value became the \\u201cin\\u201d factor, wouldn\\u2019t Momentum pick it up, so Momentum would then just look like a Value fund?\\n\\nAssuming the U.S. economy does not enter a recession in the near future, the Shiller PE\\u2019s 10-year earnings average will soon consist of all economic boom and no bust as the depressed earnings of 2008 and 2009 roll out of its calculation. How useful is a CAPE that only includes a period of profit expansion?\\n\\nRegarding your global value strategy, have you ever tested the strategy using relative CAPE ratios versus absolute to determine country allocations in order to avoid countries with structurally low CAPE ratios?\\n\\nI've never heard of a 401k plan offering ETF options. Is there a reason logistically, legally, etc. that prevents 401k plans from offering ETF options?\\n\\nHow do I structure my portfolio for a 4% yield, after tax?\\n\\nI like your shareholder yield strategy, but if I get capital returned through buybacks and share appreciation, how do I get monthly income without selling shares and triggering taxes? I just don't see how I can implement a monthly income plan with this strategy.\\n\\nAll this and more in Episode 118.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices"