Too Much in US Stocks?
The episode puts the concentration question — how much of a client portfolio sits in US equities — into a long historical frame, and makes the case for documenting an investment plan in writing. It also includes a short discussion of private markets in portfolios, a live allocation question for advisors.
Summary
By the markets & outlook deskMorningstar's The Long View podcast interviews Meb Faber, cofounder and chief investment officer of Cambria Asset Management, about his book Investing in America: The Rise of a 250-Year Bull Market. The conversation covers US market resilience and innovation, what could drive a rotation away from US stocks, why he argues against investing in a single country, and the case for a written investment plan. Later segments touch on whether private markets belong in portfolios and why he remains optimistic about investing.
- Faber argues that investing in one country is 'a terrible idea' and that investors should diversify beyond US stocks.
- He discusses what could drive a market rotation and says he sees the beginnings of a bull market in diversification.
- The episode covers AI, innovation and investment booms as part of the US market story.
- Faber makes the case for putting an investment plan in writing, and the conversation includes a segment on whether private markets belong in portfolios.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Introduction | 1 min | |
| Investing in America and US Market Resilience | 11 min | |
| AI, Innovation, and Investment Booms | 4 min | |
| What Could Drive a Market Rotation? | 4 min | |
| Why Investors Should Diversify Beyond US Stocks | 3 min | |
| Hetty Green and the Future of US Investing | 7 min | |
| Putting Your Investment Plan in Writing | 4 min | |
| Do Private Markets Belong in Portfolios? | 9 min | |
| Why Faber Is Optimistic About Investing | 8 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.