The Meb Faber Show · Friday, October 30, 2026
Meb Faber highlights historical global market data analyzed by Rubico going back to 1875. He notes that during periods when inflation exceeded 4%, the global 60-40 portfolio averaged negative real returns of approximately 2.9% per year.
“Our friends at Rubico examined global market data back to 1875 and found that periods when inflation exceeded 4%, The global 60-40 portfolio actually averaged negative real returns of about 2.9% per year.”