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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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Gold Sentiment
Klarman (who is long gold): “At our recent investment team retreat, virtually every speaker – many of the...
ETF and Portfolio Design Tools
Lots of cool innovation going on in the online finance space. A few interesting links: Asset Class Backtester The...
The Real Money Guessing Game – Yale Updates
From a post back in July – I will update this when all the funds report. A number of real money funds report...
Interview with Seth Klarman and Jason Zweig
Here is a nice interview with Seth Klarman and Jason Zweig from the FAJ (at MarketFolly and PragCap). Klarman is not...
Robert Frost Quote
From a Deutsche Bank white paper: “We took risks. We knew we took them. Things have come out against us. We...
From Worst to First
Gold is universally loved as far as I can tell (when Pratt and the hipsters like it that makes me nervous). Can...
Traveling, BuyWrite/PutWrite, and Mean Reversion Follow Up
I will be in Chicago next week at the M* ETF Conference Wed Sep 15th – Fri Sep 17th. Drop me a line if you want...
Book in Chinese
Apparently my book came out in Mandarin about a year ago and I didn’t even know it. Are those gold coins on the...
More Momentum
Nice Mo review paper by Moskowitz Also another longer academic paper here Time Series Momentum Abstract We document...
Black Swans Everywhere
From lesbian ballerina sex scenes with Portman/Kunis to a Thom Yorke NSFW song, the phrase black swan is dominating...
Traveling
Boston August 23-24 Washington DC 25-26 Drop me a line if you want to meetup!
Trendfollowing on Stocks
Apparently it works, and it works best on the most volatile stocks (whod a thunk it?) The new paper : “A New...
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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.
