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 starting a podcast?” (After all, he is a self-professed former...
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 mebfaber.com/podcast. 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 idea, or recent speech. Often they don't record them so I'll rehash some of the topics.
Interviewing...
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 Shareholder Activism
A Fraction of the Whole
The Razor's Edge
At Play in the Fields of the Lord
Motherless Brooklyn:...
Upcoming Travel: Newport, Denver, Vancouver, Chicago, Vegas, Caymans
I will be traveling to the following places in the next few months to give a talk or sit on a panel, stop by and say hello!
June 26-28th, IMN, Dana Point, Free passes for investment folks (email vince.kennedy@imn.org)
July 11-13th, Private, Denver
September 6th, Speech, Vancouver
September 8th, Morningstar, Chicago
September 19th-21st, Stansberry, Las Vegas
October 13th, Investment Forum, Grand Caymans
November 5th, AAII, Orange County
November 17th,...
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 net returns they will receive from their hedge funds:
1% say 6-8%
32% say 9-11%
30% say...
Future Returns Arnott Looking Great for US Stocks
I sat in on this speech of Arnott's, and as usual great work. He touches a lot of ground, well worth watching! One of my favorite references was to "over-rebalancing" to value.
View presentation on Vimeo here.
SPRING MIXER: RIAS, FAMILY OFFICES AND WEALTH MANAGERS
Come on out and grab some beers with some other local investors in LA next week:
SPRING MIXER: RIAS, FAMILY OFFICES AND WEALTH MANAGERS — BONUS SPEECH: THE FUTURE OF WEALTH MANAGEMENT
Wednesday, 4:30 pm - 7:00 pm
Location: Shutters on the Beach
1 Pico Blvd.
Santa Monica, CA 90405