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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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When Buyouts Boom
Nice day for hedge fund favorite QCOM, up 4%. —- Brevan Howard announces €1bn LSE float for a fixed...
LinkFest
Consumer sentiment is the worst since I was (almost) 3 years old. —- Young and small hedge funds perform better...
LinkFest
Microsoft is unveiling their “cash-back for search” offering (which is where you get anywhere from 2%...
13F Hedge Fund Best Ideas and Consensus Approach
Looks like another great quarter for the hedge fund tracking strategies. My previous observation that the funds...
Want to blow something up?
My all time favorite YouTube to take you into the weekend (Spike Jones: Lakai- Fully Flared Intro) – I’ll...
Buffett the Endowment Manager
I downloaded a few of the sample PDFs at 13D research, and Kiril Sokoloff puts out some pretty interesting pieces....
Lighthouses Rule
I will be in SF Friday – Tuesday if anyone wants to meet up. —- The 13fs are rolling in and I will be...
My paper just passed 10,000 downloads, which places it in the top 30ish downloads of all time (out of about 160,000),...
Buy the Rumor, Short the News
I am a big fan of David Einhorn (haven’t yet had the chance to read his book), so I was glad to see the videos...
-70%? Now that’s what I call a drawdown —- Picks from the Value Investing Congress West —- I wonder...
Spam Again
I wonder if my email address being listed on the blog results in so many emails getting tossed into the spam folder?...
When Markets Collide
I don’t really like responding to comments in the comment section because I feel like no one reads them. I am...
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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.
