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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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Hulbert on Trendfollowing
I like Mark Hulbert and his writing. However he has been doing a few posts on trendfollowing and seems to be missing...
Dividends and Buybacks
Long time readers will know why I really liked this paper by Mauboussin from Legg Mason. (HT: Research Puzzle) Share...
The Ascent of Money on PBS
Parts 1-4 of the PBS Ferguson series, about an hour each. UPDATE: I can’t get these to embed so you can goto...
Macro Pessimism, Micro Optimism
Everyday the news bombards us with negative macro headlines. Troubles in Europe, war in Syria, asset bubbles, and...
Reversion System Triggered
Most risk based assets got clobbered in May, but the worst was foreign stocks (EAFE and EEM both around -11%). That...
If you have nothing to say….
This blog will never be one of the more prolific or popular blogs for a host of reasons, and often weeks may pass...
S&P to 400?
As a follow up to my posts on global CAPEs, Timely Portfolio had a mention of Russell Napier of CLSA here, here, and a...
Secular Lows
If you look at the history of country CAPEs, they tend to bottom out in single digits around 7. Bull markets can push...
Global Shiller CAPEs
I have yet to find a source anywhere that tracks global Shiller CAPEs so I had my analyst Prabhat update this older...
Trading System Backtesters and Updates
I get a lot of emails asking about good software to use for X. We do almost everything in Excel with macros, but I...
The Idea Farm
We are going to start rolling out some interesting ideas this summer in the content space. Would like to hear your...
Sentiment Update
Quite a shift in sentiment from a few months ago from...
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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.
