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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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CAPE Returns for 2013
Did CAPE work in 2013? Below are end of 2012 updates, new CAPE values mailed to Idea Farm today…Also below is a...
ETF Returns for 2013
Here is a large graphic of various ETFs for 2013. ...
What Will Move Margins Next?
“Our best guess? Gravity” – Leuthold Group Here is my monthly roundup of good reads and notes from...
Valuation Distributions Across Time
This is a good post over from the Eudora Fund website looking at the distribution of value factors across time…...
CAPE Fear
Lots of people commenting on a recent article from the very good blog Philosophical Economics written by...
3 Years of Blood…
Investors love chasing returns, always to their detriment. The best place to be allocating likely is the worst...
Arnott on Emerging CAPE
Good to see Rob get a life time achievement award this past week in AZ, also good to see RA fundy assets cross $100B....
A Good Problem to Have – Idea Farm
I moved The Idea Farm to a private list because it was getting too big, and many publishers didn’t want their...
Sentiment Update
I’m not sure why the Investors Intelligence (which polls advisors) is so much more bullish than AAII...
Dogs and Cows of the Dow: Dividends and Buybacks
I thought this would be a fun way to visualize the Dow stocks, and how they distribute their cash through dividends...
The Most Important Yield Chart in the World
Patrick O’Shaughnessy has a great piece this month where they touch on a topic that is incredibly important now....
CAPE Country Returns YTD, the Ball Don’t Lie!
I’ve been publishing CAPE updates for countries quarterly on The Idea Farm, and below I highlight a blurb from...
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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.
