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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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Airplane Reads
Read a couple fun reads on the plane, both focusing on investing anomalies (one quant equity, one all trading). Both...
GDP Weighted Yield Curve, Real Interest Rates, and Shiller P/E
I was going to construct all three of these for say G-7 and maybe G-20 (with both combos and individually by country),...
How Will You Measure Your Life? (or, Staying out of Jail)
Interesting interview with Raj out of Newsweek today. Back when I was really starting to look into 13F data mining I...
All Things Bridgewater
Nice chat on the machines and the d-process with Charlie Rose, and lots more links and reading on Hedge Fund...
40% Returns over 20 Years
(One of the benefits of being in freezing Berlin for the week is that I am getting a lot of writing done. Just...
95% Cancer, 5% Alpha?
From the Financial Times: “Assessing the performance of funds of hedge funds“, B. Dewaele, H.Pirotte, N....
Demographics and Some Uncomfortable Truths
I read this article on the plane en route to London. PIMCO has been hinting at their recent work in the demographics...
Well That Was A Surprise…
I don’t pretend to have the same preferences as my audience, and that is why I often ask questions and poll the...
New Book
After viewing the responses to our last survey, we have decided to update a few of our white papers and expand upon...
Emerging Market Models
Nice post from my buddy Jake at Econompic Data on timing models in emerging markets…...
Bear Markets in the DJIA 1899-
I always look forward to reading the great work out of the folks at The Leuthold Group. Here is a great chart from...
New Books
A few new books on the bookshelf: Grand Pursuit – Sylvia Nasar The Inner Voice of Trading– Michael Martin...
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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.
