Attention report
The Meb Faber Show
AUGUST 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
5
Episodes analysed
53
Ideas extracted
13
Tickers covered
5
Theses first heard here
Top names · share of all tracked discussion
DHR1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
ETN1 OF 2 ATTRIBUTED IDEAS · 50% OF THE TRACKED CONVERSATION
GRID1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
GVAL1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
ITW1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
AI boosts productivity without net job lossesPICKED UP BY THE TWENTY MINUTE VC, A16Z PODCAST, THE KNOWLEDGE PROJECT, ANIMAL SPIRITS, YET ANOTHER VALUE PODCAST, MONETARY MATTERS WITH JACK FARLEY, TOP TRADERS UNPLUGGED, ON THE MARGIN, BIGGERPOCKETS REAL ESTATE PODCAST, BLOOMBERG SURVEILLANCE, THOUGHTFUL MONEY, EXCESS RETURNS, THE POMP PODCAST, WHAT BITCOIN DID, WSJ WHAT'S NEWS, ART OF INVESTING, ODD LOTS, THE DERIVATIVE, ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG, AFFORD ANYTHING, UNCHAINED, REAL VISION DAILY BRIEFING, MACRO MUSINGS WITH DAVID BECKWORTH, BANKLESS, GOLDMAN SACHS EXCHANGES, THE COMPOUND AND FRIENDS, THE RATIONAL REMINDER PODCAST
Valuation market timing fails consistentlyPICKED UP BY MONETARY MATTERS WITH JACK FARLEY, THE RATIONAL REMINDER PODCAST, THE COMPOUND AND FRIENDS, EXCESS RETURNS, WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK, THE JULIA LA ROCHE SHOW, CNBC FAST MONEY, BLOOMBERG SURVEILLANCE, COMMODITY CULTURE, WEALTHION - BE FINANCIALLY RESILIENT, BARRON'S STREETWISE, THE DIVIDEND CAFE, PALISADES GOLD RADIO, MASTERS IN BUSINESS, YET ANOTHER VALUE PODCAST, TOP TRADERS UNPLUGGED
15-year horizons justify eliminating short-term bond holdingsPICKED UP BY THE LONG VIEW, THE RATIONAL REMINDER PODCAST, BLOOMBERG SURVEILLANCE, MOTLEY FOOL MONEY, WEALTHION - BE FINANCIALLY RESILIENT, AFFORD ANYTHING, CHOOSEFI, OPTIMAL FINANCE DAILY, THE OPTIONS INSIDER RADIO NETWORK, THE JULIA LA ROCHE SHOW, COMMODITY CULTURE, THOUGHTFUL MONEY
Japan small-cap value re-rating thesisPICKED UP BY EURODOLLAR UNIVERSITY, EXCESS RETURNS, BLOOMBERG SURVEILLANCE, THE GRANT WILLIAMS PODCAST
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