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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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Deflation Economics
I am traveling to Big Sky this weekend, so if there are any readers in Bozeman or on the ski hill drop me a line. . ....
LinkFest
Results for risk-parity versions of the GTAA model. —- If you have had an overdraft at Bank of...
Asset Class Rotation
I was at dinner the other nite and someone mentioned Decision Moose, so I thought I would do an update on a very...
Portfolio of Risk Premia: a new approach to diversification
This is a nice paper by the folks at Barra, although I am not so sure why this doesn’t fall in the portable...
Market Cap to GNP
I remember clipping this graphic out of the newspaper in college (I may still have it somewhere). Although it...
LinkFest
Kahneman and Taleb —- Great post over on dshort focusing on serial correlation in market returns. —-...
Global Asset Allocation Summit & Weekend Reading
Anyone going to this conference next week? I will be there Monday, and if you’re there drop me a line. ...
A Simple Post on Gold
This is going to be the most subjective and least quantitative post out of the 500 odd posts I have written. I...
Foreign Listed Hedge Funds
are trading at ridiculous discounts (ala closed-end funds in the US) right now. Third Point is trading at a 30%...
Four Factors and Two Regimes – Performance in Up and Down Markets
CXO summaries the paper "The Effect of Market Regimes on Style Allocation", by Manuel Ammann and Michael...
World Beta is Moving!!
After growing increasinly frustrated with Blogger, I have decided to move my blog over to the WordPress...
Quantitative Strategies for Achieving Alpha
This is a great intro book to factor based stock screening – Quantitative Strategies for Achieving Alpha by...
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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.
