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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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Are Stocks Overvalued?: CAPE vs. Dividends
People seem to have a lot of misgivings when it comes to CAPE. I have no idea why as almost all valuation indicators...
Gameplan for 2014?
We did a paper years ago that combined the Presidential Cycle and the January Effect. It was also known as our least...
What Would You Rather Own?
From this paper: Emerging markets have > 30% world GDP, but only 12% of world market cap. A Shiller CAPE of about...
The Dividend Challenge
Beginning in the 1980’s Pepsi started running the Pepsi Challenge — television commercials featuring taste...
Online Backtester
Finally starting to see some innovation here. Two great entrants, all they need is a little more front end design,...
What Happens Next for Stocks?
Ned Davis ran a great study that I thought I would replicate with a different dataset. They wanted to know what stocks...
Is the Stock Market Expensive?
Readers know we have done a lot of work on stock market valuation measures. One of my favorite, that is hard to find...
ETF Contest Winners (and non-Winners)
I had a lot of fun receiving ideas for my little ETF Contest. We received over 200 submissions. They included...
The Problem with Market Neutral (and an Answer)
I’m pretty sure this ideas below came from SocGen (who does a ton of great momentum work) but I’m on a...
Probabilistic Investing
My readers are probably tired of my droning on about valuations in the US and abroad (if you’re new here, short...
Adding Quality
I’ve been on the record a lot this year talking about how, if you’re going to pursue a high yield dividend...
A Classic Divergence
Note: Currently neither I nor any of my clients own GDX, although that may change in the future at any time. This...
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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.
