Attention report
The Meb Faber Show
JULY 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
5
Episodes analysed
34
Ideas extracted
3
Tickers covered
5
Theses first heard here
Top names · share of all tracked discussion
Theses first heard here, picked up this month
AI boosts productivity without net job lossesPICKED UP BY THE KNOWLEDGE PROJECT, WSJ WHAT'S NEWS, PROF G MARKETS, A16Z PODCAST, MASTERS IN BUSINESS
15-year horizons justify eliminating short-term bond holdingsPICKED UP BY AFFORD ANYTHING, MASTERS IN BUSINESS, THE RATIONAL REMINDER PODCAST
Active ETF wrappers democratize complex macro IPPICKED UP BY TOP TRADERS UNPLUGGED, EXCESS RETURNS
Valuation market timing fails consistentlyPICKED UP BY EXCESS RETURNS
Japan small-cap value re-rating thesisPICKED UP BY WEALTHION - BE FINANCIALLY RESILIENT, ANIMAL SPIRITS
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