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Podcast Episode 1 – Global Asset Allocation – Investing 101

Episode #1: Global Asset Allocation – Investing 101 Guest: This inaugural episode features just host, Meb Faber. Date: 6/7/16 Run-Time: 39:47 Topics: On this first-ever podcast, Meb provides listeners with a bit about himself and answers the question “What in the world am I doing…

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Podcast Launch! (Also, Notes On How We Started Ours)

  The podcast is finally live! Woo-hoo! You can find all of the episodes on the blog at  You can also subscribe here: iTunes feed Libsyn feed We’ll update each show with showlinks, etc.  The format is threefold:  Me chatting about a research topic, trading…

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Summertime Reading

There’s no chance I get to this entire list but I have this stack of books at home just waiting to get read.  Thank you very little Patrick for the length of this list: Middlesex: A Novel Dear Chairman: Boardroom Battles and the Rise of…

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Institutional Investors are Delusional

I was skimming this recent publication from BNY Mellon and FT remark when a particular graphic caught my eye.  Below is a survey from 400+ real money institutional respondents (we’re talking endowments, pension funds, insurance companies, and sovereign wealth funds).  This is their estimate of the…

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