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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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Not So Good News For Exxon
Mohnish Pabrai is a hedge fund manager in the style of Warrenn Buffett, and his hedge fund has reported annualized...
Too Many Factors! Do We Need Them All?
As usual, CXO does a great job distilling a long academic paper into the key points. This paper is worth a read and...
Out of Sample Results and Price Shocks
Backtested results may not reveal the effects of unanticipated shocks to the system. Most managed futures...
Don’t Know Your Soros From Your Cohen?
Hedge fund elite rankings.
Reader Questions
World Beta listens to reader questions and pens the responses over the Easter holiday. It is gratifying to see that my...
Phoenix Rising
If you could come up with a short list of former Internet high fliers, CMGI would certainly be near the top of the...
SHAZAM! (Also Books I Am Reading)
“A savvy collector who purchased a first edition of a Fantastic Four comic book for 10 cents and kept it in...
Industry Mean Reversion
Is it time to buy an asset class or industry when everyone else is puking it up? Following up on our posts on mean...
KKR Buying First Data for $29B
KKR is buying First Data Corp for $34 per share, or a 26% premium to the closing price on Friday. Monday’s deal...
Spending It, Getting Creative, and Payout Yields
Just when everyone is smiling in private equityland, is the party almost over? Kolberg Kravis Roberts Private Equity...
Model Validation and Further Research
The allure of a higher frequency system is compelling, but will higher transaction costs eat into results? It is...
Tilson’s SuperInvestors and More Gender Bending
That’s not your mother, it’s a man, baby! – Austin Powers After the Journal of Wealth Management...
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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.
