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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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Lipper Insight
This is a nice new website I had not seen before, Lipper...
Travel
I am in Phoenix and Tucson this week, drop me a line if you want to say hello…
Hercules! Hercules!
Excellent new white paper from Montier at GMO – The 13th Labour of Hercules: Capital Preservation in the Age of...
Top 10 ETF Launches of 2012
Back in Feb I predicted that Gross’s new fund would raise $5b (and it didn’t so I had to buy Jake at...
Stock Market Forecast = Marine Layer
Living in Los Angeles I’ve often woken up in the morning to see a big grey haze out everywhere (like today) that...
The End of a Trend?
Investment styles go through cycles of performance. I was chatting with a friend the other day about the relative...
Politics and Profit
This is a paper we put out back in 2010, and I think it is a really fun read. It combines the January Effect in small...
Alpha Now
Great blog from Thompson called Alpha Now. They do a feature called the month in charts, a few highlights...
Sentiment Updates
Courtesy AAII ...
The Global Market Portfolio
Nice paper: Strategic Asset Allocation: The Global Multi-Asset Market Portfolio Abstract: The portfolio of the...
Alternatives Update (Risk Parity Funds Launch)
AQR out with a couple new risk parity funds (targeting 10% and 15% vol). I think when the SEC gets comfortable with...
Blood in the Streets
As a follow up to our valuation work, this is a fun table of countries and their CAPE values as well as current...
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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.
