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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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FX and Value Strategies
We’re finishing up a fun little paper internally on currencies and just saw this paper from the folks at BIS...
A Few Site Updates
1. Since I assume most of you are not on Twitter, I’ve added a Twitter box on the right side of the page that...
Who Isn’t Getting Coal in Their Stockings?
QVT Financial, Carl Icahn, Rentech, Scout, and Ruane, Cunniff, and Goldfarb are all up over 15% YTD (top 10 holdings,...
Active Management
I think this is a really big deal. The average active mutual fund has a 0.3% to 2.0% per year tax disadvantage to an...
Gotta Hand it to Them
Morningstar does produce some beautiful publications: Deja Vu All Over Again The Real World is Not Normal ...
Inflation
After my post the other day on Real Returns, my father thought he would send me a real time example. So, I opened a...
You Are Not Anonymous
My blog is too boring/academic to get many hecklers (though I still get a few). And almost always, the hecklers are...
Taxes and Inequality
Here is a PPT on inequality from Prof. Hendricks, as well as a table of tax rates from “How Tax Efficient are...
Real Returns (or, I Remember When a Coke Cost 25 Cents)
The post below is very important, and is something most investors never really grasp. I used to consider writing a...
Fireside Chat with Hendry and Drobny
I had a good breakfast with my buddy Steve Drobny the other day here at the beach. Steve runs Drobny Global and is a...
Knowledge Tracking
Fun video. (HT: AF & Sea) Roger Craig – Knowledge Tracking from Steven Dean on Vimeo....
Biggest Mistakes for Investors
I probably find most of my links from Abnormal Returns, but CXO isn’t far behind. Found this paper and CXO...
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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.
