Meb Faber Research – Stock Market and Investing Blog

Episode #169: Jeremy Jacobson, Go Curry Cracker, “We Ended Up Saving Roughly 70% Of After-Tax Income For About 10 Years”   Guest: Jeremy Jacobson is a former engineer who retired at age 37 after building a saving and investing plan that allowed for early retirement. He and his wife now share their journey on the Go Curry...

Below are some of the best reads on the topic of capital allocation, with a specific nod to share buybacks.  Given the amount of misinformation surrounding this topic, we curated the best literature across academia, Wall Street, and traditional media. (If there is anything wonderful I missed, please let me know) Enjoy! AQR: Buyback Derangement Syndrome, 2018 Warren Buffett: Annual letter,  2018 Aswath Damodaran:...

Episode #168: Brian Livingston, MuscularPortfolios.com, “What’s True Is That We Have To Adapt To Modern Markets”   Guest: Brian Livingston spent two decades as an investigative journalist revealing the secrets of the computer industry, and has now turned his attention to the investment industry. He is the CEO of MuscularPortfolios.com, author of Muscular Portfolios: The Investing Revolution...

For those of you with a Cambria Trinity account partnered with Betterment, some exciting news! Betterment recently announced Betterment Everyday, a savings account that earns up to 2.69% APY with up to $1mm in FDIC protection. Betterment Everyday Savings has no fees on the savings account balance. Betterment will soon be adding Checking too, where debit card ATM fees are reimbursed worldwide,...

The Best Investment Writing Volume 3: Rob Arnott – Yes. It’s a Bubble. So What?   Author: Rob Arnott is the founder and chairman of the board of Research Affiliates, which he established in 2002. He is also portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and the PIMCO RAE...

Episode #167: The Cannabis Opportunity   Guest: Episode #167 has no guest, It’s a Mebisode. Date Recorded: 7/19/19     |     Run-Time: 16:21 Summary: Episode 167 is a Meb Short. In this episode, you’ll hear Meb discuss a fresh opportunity…The Cannabis Opportunity. Meb covers some of his thoughts on thematic investing and how we arrived at where we are...

Episode #166: Radio Show: Greece and Russia Are Having Monster Years…Geographic Diversification…and Meb’s 401(k)   Guest: Episode 166 has no guest but is co-hosted by Justin Bosch. Date Recorded: 7/9/19     |     Run-Time: 47:09 Summary: Episode 166 has a radio show format. We cover a variety of topics, even Meb’s investment portfolio: Bonds, stocks, and valuation A Tweet from...

Would you like to go back in time and invest in beer companies when the United States ended Prohibition in 1933?  You bet - the stocks returned 20% per year in the decade following legalization, nearly double the returns of the overall market.  There is a similar situation developing around the globe currently as legal restrictions on cannabis production...

Episode #165: Chris Mayer, Woodlock House Family Capital, “I Do Think The Biggest Challenge…Is Keeping It, Holding On To It”   Guest: Chris Mayer is the Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm, as well as the author of the Woodlock House Family Capital blog. He has also authored a...