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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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Risk Parity vs. Endowment Model vs. Permanent Portfolio
It has been over 5 years and 1,000 posts since I started writing, so I thought I would dig through the archives and...
Buffett vs. Protege (or, Shilling’s Revenge)
This story made news when Buffett and Protege made a 10-year bet over which investment would outperform: US stocks...
A Survey of the Online Money Management Space
Investors shouldn’t pay much for buy and hold portfolios. Honestly they shouldn’t pay anything on top of...
13Fs: Does the 45-Day Delay Matter?
I’ve written dozens of posts here on the blog since ’06 on the topic of 13F research (older post here for...
New Reads on the Way
In addition to the Hedge Fund Market Wizards book pre-ordered, I thought I would pass along a few more reads in the...
Schwager’s New Hedge Market Wizards Book w/ Dalio, Thorp, Woodriff
Looks like Schwager is putting out a new version of his famous Market Wizards series. Personally I’d like to...
Lost in the Apple News
Every headline I see mentions Apple initiating a dividend. So, why don’t you see any headlines mentioning that...
Bruce Berkowitz’s Revenge?
Lots of other stockpickers off to a strong start with some hedge fund long picks up well over 20% YTD (Appaloosa,...
Market Timing with Moving Averages
I have not read this white paper (from Oz) but a few readers have emailed it in so I thought I would pass along....
Enhanced Dividends, The Hunt for New Asset Classes, and Rose/Kahneman
There are very few asset classes that are truly non-correlated to a traditional portfolio. (There are active...
Travel
I will be traveling to a few places in the coming months, drop me a line if you are around. Texas (Austin area) 3/9...
Strategic and Tactical Beginning to Blur (or 60/40 is Riskier Than You Think)
This is a great piece from Brad Jones at Deutsche Bank. Serious must read. Summary here. PDF link below: Rethinking...
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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.
