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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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Timing the Permanent Portfolio (and Ivy, Swensen, Arnott, Bernstein…)
The three biggest questions most investors face are 1) How much of their portfolio they place in risky assets, and 2)...
Bloomberg Radio
UPDATED: Link to audio is here. Getting ready to do a segment on Bloomy Radio, listen in! The Cambria Global Tactical...
Access to Hedge Funds and Alternatives
There have been more and more hedge-like funds coming to market lately through either ETFs or mutual funds. I...
Hussman Stock Valuation Models
John Hussman is one of the best portfolio managers around. His ability to take complex topics and distill them down...
Wednesday Afternoon After the Close
I know I post a lot of pictures from The Big Picture but I can’t help it! They are always stunning:...
Pension Funds Move Out of Stocks at the Wrong Time?
If you read the paper we linked to a few weeks ago you know that institutions are just as bad at timing as you are....
Five Books
I think this is a brilliant website. Five Books Some of my favorite compilations so far and books that I ordered today...
Japan’s Malaise
From the NYT: “The decline has been painful for the Japanese, with companies and individuals like Masato having...
How to Win Your Office Pool and VIC Roundup
AAPL, MO, and MCD all hitting new all-time highs… —- I just attended another great Value Investing...
Hedge Fund Transparency and Moving Averages: An Ancient Tale With No Empirical Support
Nice interview with TCU and Investure folks on CNBC. —- French Fama on moving averages: “An ancient tale...
AQR Profile
A lot of goofy quotes in here but I like this one: “No strategy is so good that it can’t have a bad year or more,”...
Institutional Plan Sponsors Are Bad at Timing Too
Paper from last year that I am just seeing: Absence of Value – Stewart et al Abstract Institutional plan...
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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.
