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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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Sell in May or November Timberrrrr?
Repost from Oct 2010. Will probably post again in 2016. —- “Because I believe that all criteria for investing...
Cannibals and Capital Destroyers
I created this chart today to see how many of the S&P 500 stocks had a positive net payout yield (dividends &...
Trillion $ Mistake
We sent out the below to The Idea Farm list recently, and the chart was so good I had to share it here. John Del...
Travel: SF Speech Saturday
Technically this is in San Jose, but chatting early Sat AM with the AAII crowd, come say hello! “Shareholder...
Another Dividend Mistake
There are lots of cliches you hear when people are discussing dividends and buybacks. Realize one of the biggest...
0.1% Management Fee and 10% Performance Fee Above S&P500
Fun article on the internal hedge fund managers at...
Closer Look at the CAPE Ratio
Below is a fun webinar put on by Shiller/Barclay’s/IndexU. Who better to hear chat about CAPE than Shiller? My...
A Few Happy Funds Yesterday
One of the cool features of AlphaClone is the ability to sort the hedge funds with high exposure to a particular...
Real Returns
This is an older post but I had a reader asking about a similar topic so I thought I would repost… Here are some...
Intrinsic Value by Another Method
Good post by Thompson on another global value methodology, this time from the bottom up (via...
Broadening the Window – Aligning Indicators with Correct Holding Periods
One of the biggest problems with value is the time it takes to work itself out. Over, and under valued securities and...
Before the Boom
Nice white paper from SEI and ETF...
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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.
