Radio Show: U.S. Equities: At What Valuation is Meb Selling? | #66

Published: Aug. 10, 2017, 5 p.m.

Episode 66 is a radio show. We start with Meb referencing the just-published book, The Best Investment Writing, which he edited. It\u2019s a great collection of essays from some of the smartest minds in investing. Check it out.\nNext, we jump into market commentary, using Meb\u2019s recent \u201coffice hours\u201d as our vehicle for discussion. What that means is Meb had some extra time over the last few weeks, so he opened his calendar to his followers, scheduling loads of 30-minute phone calls with various individual investors and RIAs looking to pick Meb\u2019s brain on a variety of subjects. Meb tells us the topics which came up the most often, as well as his thoughts. There\u2019s talk of U.S. equity valuation (and at what level Meb would start selling even before a crash), angel investing, portfolio allocation weightings, and far more.\nWe end with several listener questions. The first involves how Meb views market breadth in light of the growth in index investing; the second solicits Meb\u2019s thoughts on the dangers of ETF investments if the market heads south; the third is at what valuation level the buyback component of a shareholder yield strategy ends up being a headwind.\nWhat valuation level did Meb indicate? Find out in Episode 66.\nLearn more about your ad choices. Visit megaphone.fm/adchoices