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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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Formula Investing by Greenblatt
Very cool new site powered by Pershing / Inautix…maybe we will implement something like this? Formula Investing...
$4 Billion in assets…
and not profitable! WisdomTree needs $2.4 B more to get to...
Top Value Mutual Funds
I was thinking about doing an article on the top value funds, and creating an AlphaClone portfolio on them. (Or maybe...
Seth Karlman & Baupost Group
All you ever wanted to know about Seth Klarman and Baupost from HFL. Just curious, does anyone have yearly Baupost...
Consensus Views
Are there any more consensus views right now than: -interest rates are going up, and -gold is going up...
Traveling
NYC August 10-13 Drop me a line if you want to get together.
PTJ
via Zero Hedge, all seven parts of Trader – The Documentary. Highly recommended viewing....
Persistence in Hedge Fund Returns
One more reason to like AlphaClone. . . Do Hot Hands Exist Among Hedge Fund Managers? RAVI JAGANNATHAN, ALEXEY...
Seven Sins of Fund Management
A couple years old, but great read! Seven Sins of Fund...
LinkFest
Really enjoyed Fox’s book The Myth of the Rational Market, and I’m going to add it to the Reading List. ...
What a Difference a Year Makes! Endowment, Buy and Hold, and Tactical Returns
In my last post I examined the performance of the endowments (estimated) versus some publicly traded asset classes,...
Stockcharts?
For some reason StockCharts keeps breaking my link to make the timing updates public. I have contacted them no less...
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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.
