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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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Too Big to Succeed – Stocks to Avoid (MON, JNJ, PG, MCD, XOM, JPM, GE, MSFT, EXC)
Arnott’s monthly letter is a must read. In the last issue, titled “Too Big To Succeed” he examines...
Blog Updates
There will be some cool new features and developments coming down the pipe soon for the blog and “other”....
Thinking About Risk
There are lots of ways to (try and) reduce risk in a portfolio. Adding (truly) non-correlated asset classes, using...
Trendfollowing on Currencies
I have been waiting for a mutual fund or ETF/N to come out on some other currency indexes other than carry, and value...
New Short Sale Disclosures and More Investing Websites
I haven’t seen much ink on the new Dodd Bill and potential short sale disclosure requirements, so it came to my...
Tracking the #1 Mutual Fund Over the Past Decade
Nice article out of Arends in the WSJ on Bruce Berkowitz’s Fairholme fund: How is Bruce Berkowitz making your...
How Will You Measure Your Life?
The first couple links are via Altucher: How Will You Measure Your Life? Although this has been on Hedge Fund Letters...
Weekend Reading
Trying to get up to speed on this volatility trendfollowing paired with stop-loss provisions (S&P Index with...
Li Lu to Fill CIO Spot at Berkshire?
Lots of chatter about Li Lu filling in when Buffett steps down. Anyone have any Himalaya Capital or LL Investment...
The Death Cross, or, Questioning What You Read
From a recent article by Mark Hulbert titled “Track Record of the Death Cross“: Blake LeBaron, a finance...
Weekend Reading
Ten Stock Market Myths —- The Cubs are Struggling —- What Did Investors Learn From the 2008 Crash?...
Hedging Tail Risk, Net Payout Yield, and Are You Ready for S&P500 270?
Oh nice! Dividend and net share issuance data back to the 1920s! Report back any great findings or studies you run....
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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.
