Archive - Meb’s Substack

RIP Small-Caps 🪦

+ Rob Arnott, Michael Mauboussin, Jason Zweig, Raj Chetty & More

Aug 5

July 2025

Corporate Profits 🚀

+ Rick Rieder, Graham Weaver, Aaron Levie, Vinod Khosla, Global Wealth & More

Jul 29

The International Rebalance

+ Jim Chanos, Cliff Asness, Jason Zweig, RBA, Goldman Sachs & More

Jul 22

Deficit & Demographic Disasters

+ Cam Harvey, Ray Dalio, Kenneth Rogoff, Dan Ivascyn & More

Jul 14

Mid-Year Outlooks

+ Louis-Vincent Gave, Man, Apollo, Vincent Deluard, Goldman Sachs & More

Jul 8

The Fragmentation Era

+ Jeff Currie, Invest America, Marc Andreessen, Erik Prince, Coatue, AQR & More

Jul 1

June 2025

The Passive Party Hangover

+ Sir Chris Hohn, Paul Tudor Jones, Thomas Reiner, Morgan Stanley, TCW, & More

Jun 24

Rob Arnott & Cam Harvey on Passive Investing Risks, The AI Boom & Stimulus That Doesn’t Stimulate | #587

Rob Arnott & Cam Harvey - Passive Investing Is Breaking the Market

Jun 20 •

1:12:36

European Renewal

+ Rob Citrone, Michael Cembalest, Dan Rasmussen, Goldman Sachs, AQR & More

Jun 17

Whitney Baker on the End of ‘Buy the Dip’ & the American Bubble | #586

Today we’re joined by Whitney Baker, founder of Totem Macro and one of the sharpest minds in macro investing.

Jun 13 •

1:44:49

+ Niel Howe, Cliff Asness, Steve Cohen, Schroders, Apollo & More

Jun 10

Kim Flynn - Unlocking Alternative Investments | #585

Today’s guest is Kim Flynn, President of XA Investments, which helps provide access to alternative investments.

Jun 6 •

53:35

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts