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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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Hugh Hendry on the Best Investment Book Ever Written
I have never heard of the book but ordered it anyway (hey it’s only $10). Story from The NYT...
More Evidence for Value in 13F Tracking
From the paper in the last post: Last, we consider whether superior performance by other professional traders also is...
The Value in Following the Smart Money
Another great summary from CXO, this time on a new paper on tracking Warren Buffett: Overconfidence, Under-Reaction,...
The Real Money Guessing Game
A number of real money funds report their fiscal year ending June 30th. (A day does not go by where I do not get a...
Back on the Grid
I just returned (tired and a bit bruised but otherwise happy) from a week long mountain bike trip from Telluride, CO...
Trading ETFs in Volatile Markets
Nice webinar from...
Reading & Traveling
In the 1% chance I have readers in either Telluride or Moab (or even less likely, along the way), drop me a line if...
Cambria Global Tactical ETF
If you didn’t see the press release, we are excited to announce that Cambria is filing to launch an actively...
Drawdowns
For those who are not familiar (according to the comments on the last post there are quite a few) with drawdowns,...
Bond Drawdowns
I did a post a year ago on the largest drawdown ever for US long term bonds. Well, that has now been exceed with the...
Raptor Global Re-Launch (Old Tudor Equity Fund)
Jim Pallotta is getting ready to re-launch Raptor Global in July. The fund once hit $11 billion and had returns of...
Chicago (next week) & Malware
For those that thought I was going crazy for mentioning I was getting ready for a trip to Chicago next last Monday, my...
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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.
