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The Meb Faber Show

YouTube | Stock

43.3K followers

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Tracked since February 27, 2026

Performance since February 27, 2026

Creator strategy
-19.26%
S&P 500
+11.30%
Edge
-30.56%
Success rate
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August 28, 2026

The AI Boom Is Creating a Financial System We Haven't Seen Before (Paul Kedrosky Explains)

Paul Kedrosky discusses the exponential growth and scale of AI, comparing it to historical financial bubbles. He highlights the misunderstanding of these exponentials by both bulls and bears, and points out the significant energy and emissions consequences of AI's rapid expansion, particularly the reliance on behind-the-meter power like natural gas for data centers. Kedrosky suggests that AI itself will be needed to solve the problems it creates, especially concerning climate.

5 tracked mentionsNo linked signals detected

July 17, 2026

How AI Could Break the Stock Market | Carson Block Explains

Carson Block of Muddy Waters Research discusses the challenges and changing landscape of activist short-selling, noting a decline in civility and an increase in "lawfare" against critics. He shares an experience shorting SoFi, highlighting the intense retail investor base and the aggressive tactics employed against short-sellers. Block also touches on the "golden age of grift" and the reliance of short-sellers on regulatory institutions like the SEC and DOJ.

6 tracked mentions1 linked signals

July 15, 2026

Ben Carlson's Favorite 100 Year Stock Stat

The creator discusses a historical statistic about the S&P 500, noting that there have been more years with 20% or greater gains than down years over the last century. This highlights that extreme positive performance is more common than the typical long-term average might suggest.

1 tracked mentionsNo linked signals detected