Is this the beginning of ‘Tech Bubble 2.0’?
From the Stansberry NewsWire team:
On this week’s Investors Marketcast, the team welcomes Meb Faber, co-founder and CIO of Cambria Investment Management. Meb has been featured in the New York Times, the Wall Street Journal, and was a speaker at last year’s Stansberry Research Conference in Las Vegas.
Meb shares his origin story – a long, winding road full of tiny decisions that seemed miniscule at the time, but momentous in retrospect. An engineer by training, he went to work at a biotech mutual fund through a quirk of fate before becoming co-founder of Cambria Investments.
They also discuss emerging markets and where, if anywhere, value can be found, including how home-country (and regional) bias has shaped global markets.
The Marketcast team also breaks down the implications the overcrowded FAANG+M trade (Facebook, Amazon, Apple, Netflix, Google, and Microsoft) could have on the rest of the market… and why today could be the beginning of “Tech Bubble 2.0.”
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