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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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The Market is Already at All Time Highs
I’m on the Amtrak Surfliner heading down to San Diego to give a talk on Shareholder Yield at the TD Ameritrade...
Mutual Funds & TA
Head and Shoulders Above the Rest? The Performance of Institutional Portfolio Managers Who Use Technical Analysis...
Travel & Slides
I’ll be heading to San Diego Wed-Fri for the TD Ameritrade conference to give a talk on our Shareholder Yield...
Sovereign High Yield
I was chatting the other day about forming portfolios by sorting country government 10-year bonds based on various...
Sitting at the Poker Table
From Jay at MarketFolly: Lastly, Dalio made an excellent analogy comparing investing to poker: “The bets are...
Twitter Links
More and more people seem to be joining Twitter these days. And while it is a (un)pleasant distraction for me, I...
Market Outlook
I mentioned the other day that I would be updating the old QTAA paper this month along with expanding my quant...
Pay 2% and 20%, or $45?
A lot of “alpha” strategies can be deconstructed into simple rules based portfolios (that some call...
What % of Your Stocks Are American?
Below is a chart from the great JPMorgan Guide to the Markets from our last blog post. It details the US as a % of...
The Margin Debate
One of the more interesting debates regarding stock valuations is the state of profit margins. One one side you have...
Weekend Reads
A few new books in the mail for you to flip through while watching the Broncos game… : This is a really...
Top 100 Hedge Funds vs…..Themselves?
Bloomy has a new issue out with the “World’s 100 Richest Hedge Funds“. (Downloadable PDF here. Had...
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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.
