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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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Option Selling Funds
Are option selling funds a blowup waiting to happen? For the past few years there has been a proliferation in option...
Best Ideas Hedge FOF
I have examined a few different ways of cobbling together portfolios from hedge fund 13Fs: 1. Consensus –...
Got That Sinking Feeling?
The equity markets took a big whoosh down today, and many other asset classes suffered as well: That’s what...
The Long Lasting Momentum in Weekly Returns
Link to this paper is here. “While prior studies examine the performance of stocks with extreme weekly returns...
Holy Betas!
Are hedge funds returning great performance, or is it merely an illusion and they’re selling world betas in...
Just a Thought
Out of the 11 guru portfolios on The Kirk Report (Swensen, Stein, etc) not a single one had any allocation to...
Formula Research
Some of my work was featured in the last issue of Formula Research. If you have not heard of this newsletter, it is...
A Better Dog
A wonderful paper scheduled for April publication in the Journal of Finance takes a new twist on the Dogs of the Dow...
Consensus Portfolio Updates
Here are the updated portfolios for the Hedge Fund Consensus, and Activist Consensus Portfolios. Performance from...
New Portfolio
In addition to the regular portfolios I track, I am going to add one that updates monthly reflecting the logic from my...
Endowment Update
Below is a table constructed from the 2006 Annual Reports from the Harvard and Yale Endowments. Similar in content to...
How Smart Are the Smart Guys?
Are hedge funds the juiced up managers that deliver outsized returns to go along with their outsized fees? Or are they...
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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.
