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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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Two Heine & Price Disciples
This is pretty cool news. This fellow Marcus (along with Klarman) honed their skills under Heine and Price. Mr....
Quant Models For Box Office Movie Returns
If you have one, now you have your exchange. Maybe Ryan Kavanaugh should start a hedge...
The Translation of Alpha Into Alternative Beta (or just Beta)
Continues
Links
CXO is definitely one of my top 5 favorite blogs. Where else can you find an analysis of 100+ years of stamp returns?...
Links
One of the original reasons I started blogging was to chat more about publicly listed hedge funds. I gave up the...
Suvivor Bias
Is an enormous issue, and one of the biggest NO-NOs if you are a quant. If you are not familiar with survivor bias it...
Is Whitney Tilson Running a Best Ideas Fund of Funds?
I like Whitney Tilson and the research he puts out. His housing work is some of the best and thorough research I have...
Taleb & Faber & Gomez & Hendry
Great Great Interview...
Airplane Reading
Most of the way through The Quants and it is delicious reading. While a lot is review for someone who is well versed...
Your Irrational Brain & What Happens When You Are Loss Averse
Lots of buzz about a new study involving the brain and losing $. We have been chatting about that on WB for a long...
Yield Curve Predictors of Foreign Exchange Returns
Yield Curve Predictors of Foreign Exchange Returns I can’t figure out why DB doesn’t launch ETFs/ETNs on...
One5 Foundation Work in Haiti
Check out this really cool project my buddies company TShirtAds (I’m an investor) did for the One5 Foundation...
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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.
