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Welcome to my podcast, The Meb Faber Show, where the focus is on helping you grow and preserve your wealth.
Each week I’ll discuss the craft of investing, helping you uncover new and profitable ideas in the global equity, bond, and real asset markets. You can also expect to hear from some of the top investment professionals in the world as my guests.
So join us for real market wisdom that can make you wealthier and wiser. Better investing starts here.
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Dividend Yield Strategies in a Rising Rate Environment
Great stuff as always from the O’Shaunessey crew illustrating a few key points I agree with (my summary points):...
World CAPEs
I thought it would be interesting to visualize all of the countries and their 10 year PE ratios in one chart. Enjoy!...
Rukeyser Reborn
I posted a series of investing ideas earlier in the year, and it is good to see people are tackling them! My friend...
Does Global CAPE Work?
With news Shiller and Gundlach are teaming up on some domestic CAPE funds, we turn our attention to our global CAPE...
Weekend Reads
I have come to post most of my links and what I’m reading over on Twitter these days, so if you’re...
Ackman vs. Loeb vs. Soros vs. Icahn
It seems like the financial news consists largely of news items on what these four managers are up to. Who is buying...
Undervalued Fantasy Players
I’ve chatted with the Sports Insights crew for a while on constructing quant ideas in the sports analytics...
Country Multiples…Gabon a Buy?
Great post from NYU prof Damodaran on country multiples. (HT: Marcus) While we only did 40 or so countries, he takes...
Investing With Third Point
Third Point has been one of the best hedge funds in the world for the past decade or so. The fund has returned about...
The 7/12 Allocation
People seemed to really like our last post on asset allocation strategies. Below is a sample allocation from an oft...
Travel: NC
I will be chatting up the CFA societies in Charlotte, Winston-Salem, and Raleigh next week. Stop by and say hello if...
Asset Allocation Strategies
I have been contemplating writing a book or white paper on asset allocation strategies. But like many pieces I have...
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Disclaimer
All opinions expressed by website participants are solely their current opinions and do not reflect the opinion of Cambria Investments, Inc. (“Cambria”) or affiliates. The website participants opinions are based upon information they consider reliable but neither Cambria or its affiliates warrant its completeness of accuracy, and it should not be relied on as such.
Past performance is not indicative of future results. Strategies or investments discussed may fluctuate in price or value. Investment or strategies mentioned in this website may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you.
