Subscribe to The Meb Faber Show
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.
[fe_widget]
Freak!
So the next time I write an academic paper, it will have a short title, few footnotes or equations, no appendix, and...
A Long Only Short Seller That Probably Wishes He Was Still Shorting
I love to look through 13F filings of hedge funds that place all of their holdings in a few stocks. That is true...
EndoWOWment
“Knowledge is good” – Emil Faber, founder of Faber College While I have no idea how my namesake...
AlphaLetters Paper Reviews – #6 and #7
From AlphaLetters, two reviews of quant working papers: Article 6.Category: Strategy, mutual fund holdingsTitle: The...
Political Uncertainty Portfolio Follow Up
I was in SF a few years ago when they filmed this video, and it is the first thing I thought about when considering an...
Really with Seth and Amy Part II
Wow. How can you possibly say this with a straight face? AND get promoted to CFO at Goldman Sachs? “We are...
Round 2 Ends in a No Decision
Now that the 13Fs have been filed with the SEC, it is time to update the Hedge Consensus and Hedge Fund Best Ideas...
Quant Train Wreck
Is Barclay’s (BCS) a good short? Jeff Mathews seems to think there is more to come. An update for their 32...
Market Neutral Funds Need a Humor Coach
After recent market action, I feel like quoting Borat from humor school. “Market neutral funds are market...
Dividends and Payout Yield
“When the facts change, I change my mind – what do you do, sir?” – J.M. Keynes I relish the freedom in...
$50M for a domain?
Red Herring reports that the owner of pharmacy.com is looking to fetch $50M for his domain. Wow. Then again,...
Investing 101 – A Reading List
Here is a great PDF from James Montier (Global Equity Strategy at Dresdner) describing his favorite investment books....
If you have suggestions, or would like to sponsor the podcast, please contact us at
feedback@themebfabershow.com
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.
