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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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Lifestyle Companies
Totally unrelated to markets, but lots of interesting lifestyle companies popping up. I am inherently skeptical about...
Guide to the Markets
Following on the heels of the awesome GIRY download a few posts back, here is a very cool PPT from JPMorgan: Guide to...
Travel
I will be in Australia the week of February 20th, as always if you are around feel free to drop me a line to meetup....
ETF Guide for Investors
Nice PDF from Morningstar on ETFs. Table of Contents Below: Introduction The ABCs of ETFs Choosing ETFs the...
2012 Global Investment Returns Sourcebook
Get it while it’s hot! (HT: Abnormal Returns) One of my top must reads of the year… (PS If you are a CSFB...
Updated: How to Pick Mutual Funds: The Netflix Prize for Improving Morningstar’s Star Rankings
Thought I would update this older post with a few new studies that take a look at active share, and illiquidity and...
Long Vol and Short Vol
Option selling has always been a fascination for me, and long time readers may recall a lot of the posts I used to do...
Volatility-Responsive Asset Allocation
Fun paper from the good folks at Russell Research. Although I would argue the volatility is an artifact of prices...
Shiller CAPE for the G8
Most stock market valuation models are not that predictive in the short term. However, value tends to work great on...
Sentiment Update
For all the visual folks, source AAII: ...
Permanent Portfolio ETF to Launch
One of the trends in ETFland is launching funds that fall under the banner of what I call ‘investable...
8%? Try 4% (or 1.1%)
Long time readers know that we take issue with the arbitrary 8% return target for most real money funds. We put out a...
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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.
