Episode Details

Meb Faber talks to Kirk Spano about shareholder yield, ETFs, and what tends to happen at the end of secular booms (2:50). A slightly less strong USD; foreign and emerging markets (5:25). Fixed income markets, overbuying TLT, approaching bonds with tactical yield ETF (9:30). Bitcoin cheerleading (18:00). 

Show Notes:
Meb Faber Research
Kirk Spano On Bitcoin, Options Selling And A Choppy 2025
YouTube interview

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