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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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Hedge Fund Best Ideas L/S & Market Neutral
I am not sure why I didn’t think about this before, but below is a table with hedged versions of the Hedge Fund...
When a Picture is Worth 1000 Dollars. . .
The first chart is the spread between corporate bonds and 3-Month T-Bills. The second chart is the spread between...
Buying the Highs vs. Buying the Lows
Turning your back to all of the available information can lead to false conclusions. . . When it comes to selecting...
Q & A on Commodities
Here is a link to the original PDF, “Strategic Asset Allocation and Commodities“, and also to the Q&A...
Publicly Traded Hedge Funds in the US?
One can only hope that this is the beginning of a trend. GLRE started trading this...
A Few Good Quotes From Capital Ideas Evolving
Blake Grossman [Barclays], “The markets are very efficient, very dynamic, constantly reaching greater levels of...
The Endowment Portfolio
It’s the Covariance Stupid! There is a great discussion of some asset allocation topics in Bernstein’s new...
Badonkadonk and More Books
While idolized in music lyrics, fat tails are to be avoiding in trading systems and investment funds. There is...
What is the Best Value Hedge Fund?
You can choose more than one, and if your favorite isn’t listed, type it in “Other”. Others listed:...
Article on the Best Hedge Fund Manager Ever
Jim Simons
More Cross Market-Momentum
A good article in Forbes magazine this month: Surfin’ ETFs I have discussed various cross-market momentum...
Private Capital
Wow, I sure would like to be invested in Bruce Sherman’s Private Capital. Two of his top three holdings are AT...
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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.
