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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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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...
Sentiment Update
I thought I would post a few charts for perspective from AAII recent updates. Click to enlarge: And a nice PPT...
Sitting on the Valuation Mountaintop
Great new piece from the folks at RA – “King of the Mountain (PDF)“. It takes a look at how PE...
New Curated Investment Research Offerings
I think there is room for more curation on the academinc/professional research space in investments. A few sites have...
$100k Paper Competition
In much the same vein as the $10k NAAIM Wagner Award, AQR is offering a $100k prize for a research paper competition....
Research and Publishing
Right now I get most of my ideas out through a few channels, namely: Twitter – for (very) short comments and...
Two of the Best Months for Bonds, Ever
August and September are turning out to be two of the top ten best months for the long bond. Ever. Both had double...
World’s First CTA ETF
I got excited when I saw this headline run across my screen, especially right after our post on ETFs people want to...
New ETF Suggestions
I got a lot of interesting ETF suggestions from readers over the weekend and this week. Below is a list of some of...
Endowment Fund Performance (cont.)
As usual, I’ll update performance for some of the endowments as the numbers come in. Below is an update from an...
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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.
