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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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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...
Funds Killing It This Year
Article & video here on Hedge Fund Letters on some hedge funds doing great this year. Two funds mentioned are...
Turn That Frown Upside Down
What is a simple way to generate more alpha? Take your alpha strategy, and do the opposite! The Surprising...
The $130,000 Idea Challenge
From the folks at Orgami out with a new investment $130,000 contest. —- Also, another fun Idea Farm email went...
Belgium and Financials
Two factors that have consistently worked over time are value and momentum. Lots and lots of research in the archives...
Catching a Falling Knife
We have posted a lot on reversion and counter trend systems on the blog over the years. One idea Prabhat and I were...
Hugh Hendry on Gold, China, Treasuries …
If you haven’t been to Hedge Fund Letters in awhile, stop by. I’ve found a solid group of writers for the...
Stocks for the Long Run & Fall or Winter (Summer)
It looks like the 5th! Edition of Stocks for the Long Run will be out in a month or two. I am highly curious to see...
Cat Bonds
To all our friends on the east coast, please be safe! We sent out an issue of The Idea Farm that is related to...
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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.
