Attention report
The Meb Faber Show
SEPTEMBER 2026 · COUNTS OF ATTRIBUTED DISCUSSION · NEVER A RATING
4
Episodes analysed
69
Ideas extracted
5
Tickers covered
49
Theses first heard here
Top names · share of all tracked discussion
DBA1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION
GLD1 OF 10 ATTRIBUTED IDEAS · 10% OF THE TRACKED CONVERSATION
SPCX1 OF 21 ATTRIBUTED IDEAS · 5% OF THE TRACKED CONVERSATION
XLE1 OF 12 ATTRIBUTED IDEAS · 8% OF THE TRACKED CONVERSATION
XLV1 OF 3 ATTRIBUTED IDEAS · 33% OF THE TRACKED CONVERSATION
Theses first heard here, picked up this month
Debasement trade: real rates must fall secularlyPICKED UP BY PROF G MARKETS, THOUGHTFUL MONEY, THE JULIA LA ROCHE SHOW, THE LONG VIEW
Passive investing creates active stock-picking opportunitiesPICKED UP BY THE ACQUIRERS PODCAST
Bitcoin as the ultimate inflation hedgePICKED UP BY WHAT BITCOIN DID
SPAC trading loss as a risk management lessonPICKED UP BY EXCESS RETURNS, PLANET MICROCAP PODCAST
Active ETF wrappers democratize complex macro IPPICKED UP BY MASTERS IN BUSINESS, THE POMP PODCAST
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