Can stocks really underperform for bonds decades?! In this special Alpha Architect Round Up celebrating 3,000 subscribers, we sit down with Meb Faber to dig into surprising market truths, diversification challenges, and why buy-and-hold doesn’t always work outside the U.S.
In this episode, we discuss:
• Why stocks can stagnate or trail other assets like bonds and gold for decades
• The hidden role of farmland and housing in the global portfolio
• Vanguard’s surprising call for international bonds
• Trend-following: misunderstood or just out of favor?
• The pitfalls of institutional investing and why complexity often loses
• Behavioral mistakes investors keep repeating (performance chasing, sitting on cash)
• Which countries and strategies are “totally not crushing it” today—but might be tomorrow
Follow Meb's summer series "20 Things You May Not Know About Markets (or That Might Surprise You)": https://x.com/MebFaber/status/1936136442079855067
Follow the Alpha Architect Team and Meb on X:
Wes Gray, PhD: https://x.com/alphaarchitect
Jack Vogel, PhD: https://x.com/jvogs02
Ryan Kirlin: https://x.com/RyanPKirlin
Jose Ordoñez Jr: https://x.com/JOrdonezJr
Meb Faber: https://x.com/MebFaber
Subscribe for more insights on diversification, market trends, and smart investing strategies!
For more educational resources, visit:
https://www.alphaarchitect.com
Disclosures:
https://www.alphaarchitect.com/disclosures
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Can stocks really underperform for bonds decades?! In this special Alpha Architect Round Up celebrating 3,000 subscribers, we sit down with Meb Faber to dig into surprising market truths, diversification challenges, and why buy-and-hold doesn’t always work outside the U.S.
In this episode, we discuss:
• Why stocks can stagnate or trail other assets like bonds and gold for decades
• The hidden role of farmland and housing in the global portfolio
• Vanguard’s surprising call for international bonds
• Trend-following: misunderstood or just out of favor?
• The pitfalls of institutional investing and why complexity often loses
• Behavioral mistakes investors keep repeating (performance chasing, sitting on cash)
• Which countries and strategies are “totally not crushing it” today—but might be tomorrow
Follow Meb's summer series "20 Things You May Not Know About Markets (or That Might Surprise You)": https://x.com/MebFaber/status/1936136442079855067
Follow the Alpha Architect Team and Meb on X:
Wes Gray, PhD: https://x.com/alphaarchitect
Jack Vogel, PhD: https://x.com/jvogs02
Ryan Kirlin: https://x.com/RyanPKirlin
Jose Ordoñez Jr: https://x.com/JOrdonezJr
Meb Faber: https://x.com/MebFaber
Subscribe for more insights on diversification, market trends, and smart investing strategies!
For more educational resources, visit:
https://www.alphaarchitect.com
Disclosures:
https://www.alphaarchitect.com/disclosures
Submit your questions! Email: jose@alphaarchitect.com
Are tariffs coming back—and is the market ready?
The global trade landscape just got more complicated. With key tariff extensions expiring and deal-making in limbo, investors are left wondering what’s already priced into the market—and what might still catch them off guard. In this conversation, the Alpha Architect team to break down what these developments mean for inflation, volatility, and long-term investing strategy.
In this episode, we discuss:
• Why the expiration of tariff extensions could shake global markets
• How much of the trade disruption is already priced in
• Inflation: transitory spike or structural trend?
• The limits of macro forecasting for long-term investors
• When trend following works—and why it’s different from economic prediction
• What increased access to private equity could mean for everyday investors
• Volatility exposure: smart hedge or expensive distraction?
Follow the Team on X:
Wes Gray, PhD: https://x.com/alphaarchitect
Jack Vogel, PhD: https://x.com/jvogs02
Ryan Kirlin: https://x.com/RyanPKirlin
Jose Ordoñez Jr: https://x.com/JOrdonezJr
Subscribe for more insights on diversification, market trends, and smart investing strategies!
Music License: VFX3P5IRW5LIFQAA
For more educational resources, visit:
https://www.alphaarchitect.com
Disclosures:
https://www.alphaarchitect.com/disclosures
The Alpha Architect Round Up
Can stocks really underperform for bonds decades?! In this special Alpha Architect Round Up celebrating 3,000 subscribers, we sit down with Meb Faber to dig into surprising market truths, diversification challenges, and why buy-and-hold doesn’t always work outside the U.S.
In this episode, we discuss:
• Why stocks can stagnate or trail other assets like bonds and gold for decades
• The hidden role of farmland and housing in the global portfolio
• Vanguard’s surprising call for international bonds
• Trend-following: misunderstood or just out of favor?
• The pitfalls of institutional investing and why complexity often loses
• Behavioral mistakes investors keep repeating (performance chasing, sitting on cash)
• Which countries and strategies are “totally not crushing it” today—but might be tomorrow
Follow Meb's summer series "20 Things You May Not Know About Markets (or That Might Surprise You)": https://x.com/MebFaber/status/1936136442079855067
Follow the Alpha Architect Team and Meb on X:
Wes Gray, PhD: https://x.com/alphaarchitect
Jack Vogel, PhD: https://x.com/jvogs02
Ryan Kirlin: https://x.com/RyanPKirlin
Jose Ordoñez Jr: https://x.com/JOrdonezJr
Meb Faber: https://x.com/MebFaber
Subscribe for more insights on diversification, market trends, and smart investing strategies!
For more educational resources, visit:
https://www.alphaarchitect.com
Disclosures:
https://www.alphaarchitect.com/disclosures
