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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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Hacking the Top Hedge Funds
Long time readers know that I’ve been publicly writing about tracking the top hedge funds through 13F filings...
“The S&P 500 is a trading system…
…and by the way, not a very good one” -David Harding, Winton (HT: @Covel) Fun video below ...
Important News Reminder – GTAA ETF
Below is an email letter we sent to shareholders in June. While I strive to avoid discussing work related matters on...
Buffet’s Favorite Indicator (for Japan)
Two fun charts below comparing mkt cap to GDP in the US and Japan. Interesting to see they have similar medians, as...
My Talk at Authors@Google
Fun (lonngggg) talk at Google if you have an hour to spare. This is sort of a nice audio companion to the book Global...
Railroad CAPE Ratios – In 1929?
This was a fun paper I sent to The Idea Farm a few weeks ago. A few tidbits: Changing Times,Changing Values: A...
Valuation and Sentiment, You Say Potato…
I had not seen the website Street Talk Live before, but it has some nice charts. One was a long term chart of the...
This IS the Global Market Portfolio
Any deviations and you’re an active investor…Rounded these numbers from this earlier piece. 40% stocks...
June Tweetstream
Some fun tweets and favorites from the past month over at @MebFaber [<a...
zzZZzz Sentiment Update
Below from AAII, or as I like to call this, the Jay Cutler bull market…...
Travel: SF Bay Area
I’ll be in SF next week to speak at Authors@Google on Monday, drop me a line if you’re around!
If You Used Valuation, You Would Be Out of Stocks Since 1993
Let’s say you are a macro value investor, and let’s say you particularly liked using the CAPE ratio....
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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.
