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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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All-In with Momentum
This post is similar to the recent post we did on F-Squared. We sent out a research piece recently to The Idea Farm...
Building a Simple Sector Rotation on Momentum and Trend
Long time readers know that I am a big fan of simple rules based portfolios, heck that’s behind most of everything I...
Where Have all the Mergers Gone?
One argument against a top in equities is the lack of M&A. Below are a few charts from IMAA: ...
Launched!
Link to press release here....
The New House of Money
Steve Drobny, author of the great books Inside the House of Money: Top Hedge Fund Traders on Profiting in the Global...
The US is the Most Expensive Stock Market in the World
Out of 44 developed and emerging markets in the world, the US stock market is the most expensive on a 10 Year PE ratio...
Next Tuesday
A preview of what is coming next Tuesday! ...
Bitcoin vs. South Seas Stock
This is just for fun, I have no idea if or when the bitcoin train will ever get derailed. You could compare this to...
Small Caps, Cheap or Expensive?
It always surprises me when people have not heard of The Leuthold Group. (Maybe because they are based in MN?!) They...
Screenshots from Tactical Backtester
Almost done cobbling together this backtester, aiming to send it out later this week. A few screenshots below from...
The Investment Brief
It is good to see people tackling our 5 Million Dollar Ideas in FinTech. Below is one such example, and I’ve...
Supply and Demand
Same amount of money chasing reduced supply = PE multiple expansion. Nice piece from Barron’s this wknd. ...
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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.
