Subscribe to The Meb Faber Show
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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Wriston’s Law
Pretty cool online value conference coming up in a few weeks. I wonder how quickly most of the conference biz will...
Modified Shiller CAPE and Taking SF -6.5?
Kind of a foggy day here in SF, but have had fun catching up with old friends and new meetings as well. Drop me a...
Global Valuation: 10 Year PE Ratios
Overall, the equity markets are fairly cheap (updated through August). Background on the below from my new...
Where Do You Go For Advice?
I’m having fun getting to read all of these great newsletters and pass them along to readers of The Idea Farm....
Conference Call
I’ll be hopping on the phone at the close tomorrow to chat markets, feel free to dial in and ask some questions!...
New $30,000 Contest
We’ve had a number of blog readers win research prizes for white papers over the years. I just saw a new contest...
Global Value: Building Trading Models with the 10 Year CAPE
I put together a fun white paper that summarizes some of the work we have been doing on valuation and turning the...
What Will Be Obvious 20 Years From Now? (With a Sharpe of 0.76)?
One of the best takeaways from this paper, Buffett’s Alpha, is the realization that the best performing mutual fund...
Buffett’s Alpha
I think this is a really interesting paper. I am really surprised at the stat that “Berkshire Hathaway has a...
The Trend is Our Friend: Risk Parity, Momentum and Trend Following in Global Asset Allocation
I linked to the risk parity paper recently, but here is another paper out from the good folks at Cass… The Trend...
The Idea Farm Weekly Launch
Charlie Munger, “I believe in the discipline of mastering the best that other people have ever figured out. I...
Did You Know
The S&P 500, including dividends, is at an all time high? (HT: Petruno)
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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.
