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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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LinkFest
I guess when you return 870% in a year you can write whatever you want. . . —- Another blogger pulls his content...
LinkFest
Looks like we’re not the only one that is heavy in cash – Cohen moves most of his fund to money markets...
Dead Cat Bounce or the Bottom?
Taking a look at Bespoke’s data for the ten best days in stocks since 1900, 4 are during a bear market, and 4...
Weekend LinkFest
Great interview with Grantham from GMO in this weekend’s Barrrons. My favorite quote: Barrons: Do you think we...
LinkFest
Nice new paper out, “Unbundling Hedge Fund Beta” which finds that hedge funds are good at timing the...
100% Cash and Out of Sample Returns
People email me every day asking how the timing model has held up during this market dump (short answer: great). The...
Value Investing Congress NYC, Summary With Picks
While some of the most famous hedge funds are getting hammered (here and here and here), there are still some top...
How to Miss the Housing Crash
A reader emailed in asking me if the timing model would work for housing. I actually wrote an article on a beta...
Value Investing Congress NYC
I’ll be traveling for the next week – drop me a line if you would like to meet up. Also, if you’re...
Comments on GTAA model
Well, the market took a huge dump today. If you are following my model you are 80% in cash/bonds, and by the end of...
LinkFest
I love Estrada’s work. Here is a link to a recent paper in the Journal of Investing. ABSTRACT Do investors...
LinkFest
I was going to do a linkfest, but the KirkReport and Abnormal Returns do such a better job that you should just go...
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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.
