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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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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...
$5(B)mln Idea
Excited to see the news that the SEC has hired a new ETF Czar, Barry Pershkow. There has been quite a logjam/blockade...
How To Get To 20%, or, Extensions to QTAA
The title of this post is meant to be a bit playful, but below is our first attempt at what should be a regular series...
I poach most of my links from Abnormal Returns for investing and Kottke for weird and diversions. Some fund ones...
Great Lo Video
HT:...
Combining Value and Momentum Approaches
This is a really interesting semi-annual report from Hussman. In it he shows the returns of his main fund, both...
Value and Momentum VAMO
Quick test, nothing too exciting but agrees with most research. Simply ranked 13 top world equity markets by a value...
Cocktail Indicator
I am wrapping up my trip in Sydney (wonderful country, people, and beaches), and mentioned on Twitter yesterday that I...
Active ETFs – $50(0) Billion in 5 Years?
I look forward to meeting a few readers at the conference in Sydney tomorrow, and I’m chatting a bit about...
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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.
