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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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What if Newton was a Trendfollower?
Below is the 4th issue of Cambria Quantitative Research (I removed “monthly” from the title since the...
The Japan Playbook
Remember back in March when everyone was talking about the US bond bubble? Commentators like Taleb were making...
New Reads In the Mail by Kahneman, Friedman, and Lewis
I was chatting with Antti Ilmanen the other day about some dividend papers and realized I had never read his recently...
Shiller CAPE and Inflation
As a follow up to my Shiller PE post from a couple weeks ago, here are some charts that simply look at the Shiller...
13F Rebal Time
With all the 13Fs filed and published, AlphaClone and MarketFolly have been cranking away and should be fully updated....
All the Stocks and Bonds in the World…$212 Trillion
Nice graphic from McKinsey’s Report “Mapping Global Capital Markets” 2011...
Where the Black Swans Hide and the Ten Best Days Myth
It’s been a little slow with Cambria Quantitiative Research Monthly (more like quarterly), but here is the third...
A Little Humor for Volatile Times
Gotta hand it to the NYPost… HT: MC...
Stock Market Valuation Models
However, valuation is not a timing tool, and the odds of a creature as fickle as the stock market obliging our...
Regime Change Pt 2
I did a post a few months ago about an ongoing study we are working on that looks at various macro variables and how...
Blame it on the CPUs
Great post from my friends at Bespoke showing that once again, nothing is new in investing…below is their post...
S&P Licenses More Managed Futures
One of the areas that I think is underserved in the ETF space is managed futures. I would have thought by now that...
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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.
