Archive - Meb’s Substack

Buyback Bonanza

+ Burton Malkiel, Owen Lamont, Jason Zweig, Jordan Brand, Erik Prince & More

Aug 12

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

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