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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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Influential Books Game & Survivor Bias
Great, great, great post on survivor bias (from a new academic paper by Xiaoqing Xu, and Anthony Loviscek of Seton...
AlphaClone New Features
In addition to adding some new funds, AlphaClone added the following features today: View historical holdings 13G/D...
New Papers and Books
Now that I have finished a few new research papers (make sure you sign up for the newsletter as readers will get the...
New Funds Being Added to AlphaClone
Some of my favorite hedge funds below are going into the database this weekend. Are there any funds not listed you...
Perfect Sector Rotation
I would probably pay $1000/year to subscribe to CXO. A nice article on Perfect Sector Rotation – think about...
Net Payout Yield and Dividends
A reader emailed in asking about payout yield after my post the other day on the decline in companies reporting...
Stocks and Markets as Mountain Ranges
in this case it is the Lehman Range: (artist is Michael Najjar, HT: CC via...
A New Fed Paper
that I am going to take for a spin over breakfast in the AM (HT: reader KJ) “Out of Sample Equity Premium...
Fama: My Life in Finance
A great read. Of particular interest to me was this statistic: “The percent of firms paying cash dividends falls...
Harvard & Yale Asset Allocations
2009 is Yale’s target allocation rather than actual...
The Harvard and Yale Endowments 2009 Updates
Yale 2009 Endowment Report Harvard 2009 Endowment Report On the last page Mendillo had these two rather odd quotes...
Two
of the six new research papers I’ve been working on are now finished. Question is, what to do with them? If...
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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.
