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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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James Montier’s Reading List
I thought I would link to Montier’s Reading List. While he doesn’t mention Ivy Portfolio in his list of...
Oh Boy
Take my strategy, rename it Pro-Elite, charge $60 for it, and mention it has near zero downside risk!!!...
Traveling
San Francisco, Thursday December 10th – Monday December 14th Drop me a line if you’re around… (PS...
Even Better Than the Real Thing – 700% this decade
One of the best real time examples of using AlphaClone is comparing a clone to the underlying manager this year (which...
Managing Money
We originally launched Cambria to offer separately managed accounts to individuals, as well as private funds for high...
100 Days at Glacier
Man I love the Big Picture blog (Boston). Have a great...
One More Way Retail Investors Get Bent Over
The below graphic is one reason we launched two private funds over 6 months ago. I couldn’t offer a leveraged...
Where Have all the Sharpe Ratios (over 1) Gone?
As a follow up to our earlier post “Let’s Talk About Professional Funds“, here is a great graphic...
Fund Manager of the Decade….Seth Klarman?
Morningstar recently did an article about their nominees for fund manager of the decade. They listed the five...
Forbes i-Conference Free Pass
Since yours truly is speaking at this web conference next week, Forbes agreed to let my readers register for free with...
There is Only One Trade On Now
It is either Short the Dollar, Long Risk (Equities, Real Estate, Commodities, Risky Bonds), Short US Govt Bonds or...
Monthly Newsletter
I’m doing my best to get my feet wet designing and sending out a monthly email newsletter. You can view the...
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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.