Subscribe to The Meb Faber Show
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.
[fe_widget]
The Costs of Managing Buy and Hold Portfolios, or, Why Pay for Beta (at all)?
I was having dinner with a RIA in Malibu (David Kreinces of ETFPM) a couple weeks ago when the topic of fees came up. ...
Shiller P/E Ratios and 10Yr Annualized Real Returns
I was playing around with the data over on Shiller’s website the other day and thought I would post a few of the...
Country Mean Reversion
I’ve written a bunch about mean reversion, most recently in May but also in my book. One strategy is to look...
Airplane Reads
Some airplane reads: Sovereign Risk: Beyond the Numbers – CreditSuisse —- Buy Write or Put Write: An...
NAAIM Paper Winner
Below is the paper that won the $10k Wagner Award from NAAIM for best paper. You can download it from the website. ...
BAC to $27 and More Evidence for Cross Market Mo
Cross Market Mo The Magic Formula (Arnott, not Greenblatt) Ira Sohn Recap (so angry I didn’t...
Traveling
I will be in Charlottesville, VA next weekend (June 4-6). If you are nearby (Richmond, DC, etc) and want to get...
Yale’s Endowment Returns: Manager Skill or Risk Exposure?
Just out from my friend Peter Mladina of Waterline is a fun paper coming out in the upcoming Journal of Wealth...
CQR Weekly Sneak Peek
What I am reading this week: I Want to Break Free – Montier Electica Manager Commentary – Hendry Global...
Mean Reversion or the Return of the Bear? Or, How About a July and August Rally?
With most equity-like asset classes putting in some terrible numbers for May, I thought we would dredge up some old...
The Reign and Romance of Risk
I was taking the Amtrak from SF to Sacto last night and sped through Redleaf’s book Panic: The Betrayal of...
Killer Lineup at Ira Sohn This Year
Klarman, Tepper, Grantham, Einhorn, Zell, etc....
If you have suggestions, or would like to sponsor the podcast, please contact us at
feedback@themebfabershow.com
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.
