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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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Sector Valuations: One Buy, One Bubble?
Below I updated the sector CAPE valuations….there is a pretty wide range – one sector is at 10 and another...
Valuations Across All Stock Markets since 1979
The difficulty I have with a lot of indicators is just that, they are difficult. If I can’t understand what the...
CAPE Updates
Below are updates to the CAPE values from our paper Global Value: Building Trading Models with the 10 Year CAPE. ...
Damodaran on Valuations
Longish piece from Damodaran… and nice graphic of buybacks and...
Is the S&P 500 at All Time Highs?
If I asked you if US stocks were at all time highs, what would you say? Yes? No? What if they are both right? Lots...
What Premium Looks Like
Some have expressed confusion as to the format of premium, so below is a demonstration. I’m going to do CAPE...
Upcoming Travel and Idea Events
Below are a few interesting events in the next few months, I starred the ones that I will be attending for sure...
Cloning a Cloner (Pabrai Version)
I was watching this Pabrai video below when I saw an interesting slide below that mentioned cannibals (stock buybacks)...
Sniffing For Stocks
I had not seen this newish offering until they emailed me recently – the Bloodhound System. It is a quant stock...
Stocks and Valuations
Nice article by USA Today on the number of stocks listed declining over the years. Did you know there are only 3700...
“Why do people love dividends? Because they don’t understand either corporate finance or taxes.”
Slowly but surely the world is waking up to the silliness of just focusing on dividends in isolation. (via YCharts...
Stock Valuations and Inflation
I’ll be updating the country CAPE values at the end of the quarter, but I thought this examination was really...
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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.
