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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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Brain Pickings
I’ve been doing my best to try and crank out of a few new papers this summer, slow going as usual. It...
Real Money Funds Face a High Hurdle This Year
Funds that have a fiscal year ending June 30th are going to face a high return hurdle: 60/40: 18.33% ENDW: 24.27%...
Dividend Resources
What is your favorite book/paper/website/newsletter on dividends? Trying to put some research together and wanted to...
Regime Change
One of the most interesting areas of research to me is the analysis of how various macro environments affect asset...
Percent Accruals
Nice article on a slightly different way of measuring accruals. Forbes article: Cash Doesn’t...
The 20% Club
In a year where are lot of hedge funds are struggling, what hedge funds are getting it right? Below are a few funds...
20%+ Returns? Forgetaboutit
I love this article from my friend Wes at Empirical Finance: Mission Impossible: beating the market over long periods...
Yield Curves
Off recent highs, but still pretty...
Great Advice on Book Writing
“What do you wish you’d known about the process of writing a book that you didn’t know before you did it?” Fun article...
Lucky History
From Myhrvold at Bloomy: None of these catastrophes came entirely out of the blue. To the contrary, geologic history...
Ackman Considering Launching a Closed-End Fund
There is news out recently that Bill Ackman wants to launch a public fund. We’ve been writing about Ackman for...
Euromoney Acquires Ned Davis for $112mln
Congrats to everyone at my favorite institutional research shop on the recent news to be acquired by Euromoney. Lets...
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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.
