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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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Ray Dalio Rally?
Einhorn’s interview with the Financial Crisis Inquiry Commission (Santangels) —- I would think they could...
Factors in Tactical Asset Allocation
I spend a lot of time thinking about tactical asset allocation. One of the biggest difficulties I have is how to...
Returns You Can Eat
All that matters to an investor are returns after all fees, inflation, and taxes (or what I like to call...
Conquering the Divides
Well this is certainly an interesting perspective (NYT): Madoff paused as he related this. His voice settled. He said...
Blogroll
New addition: Empirical Finance Empirical Finance Blog Their paper Do Fund Managers Identify and Share Profitable...
San Francisco & Bookshelf
I’ll be in SF through tomorrow morning if anyone is around for a quick meetup. Books on the way and pre-ordered...
Travel: San Francisco & Tahoe
I forgot to mention in the last post that I will be in San Francisco next week. Drop me a line if you want to...
Travel: Silicon Valley
Since I am still finishing up the design of the CQR newsletter (this weekend I hope!) I thought I would update my...
Augmented Dividends & Stock Market Float
I’ve long written on the blog that dividends no longer give an investor the total picture regarding how...
Miami LinkFest
Nice update to the Dorsey Wright Paper: Bringing Real World Testing to Relative Strength. Here is their monthly...
Between Two Ferns
I couldn’t stop laughing at the resemblance between the stage at Inside ETFs and all of the Zach Galifianakis...
Travel
I will be in Greenville, SC tomorrow, Atlanta Friday, and Miami next week for the IndexUniverse Conference. Drop me a...
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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.
