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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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A Couple Ideas for the Strategic AA Crowd
Besides tax harvesting (selling holdings at losses and switching to a similar index fund), why not move into a fund...
Listed Alternatives
Is there anyone out there doing good work on the listed alternatives space? Would you be interested in a...
Triumph of the Pessimists
Does anyone have the HSBC article "The Triumph of the Pessimists"? Summary from the FT. —- The...
Nice way to track the 10-SMA over on Market Rewind....
Imagine the Unimaginable
Stocks outperform bonds in the long run. Well, in the 1800s that was the realllly long run. 70 years long...
Book Arrived from Amazon
It sounds like a few people received their copies of The Ivy Portfolio today! If you liked the book (or if you...
Nice Interview with O’Neil
HT: KP O’Neil Interview...
The D-Process
Required reading: "A Template for What is Going On" A sign of the times – on the way from Amazon: The...
Cool New Lecture Site
Check out Academic Earth – great site! (HT: RT & SD) Swensen lecture here. Shiller lectures here. Redleaf...
Off to the Races?
I love this picture. . ....
Compensation Scheme Masquerading as An Asset Class
From the article "Hedge Funds: Where Did That One-Star Fund Go?" (HT: EC) Morningstar certainly selected a...
Two Interviews with Investment Titans
Dalio’s Pure Alpha did 14% last year (although All-Weather got clobbered). Nice interview in Fortune mag –...
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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.
