Episode #19: Jonathan Clements “If Money Can Buy Happiness, Then Why Doesn’t It?” “Because People Don’t Spend It Right.”

Episode #19: “If Money Can Buy Happiness, Then Why Doesn’t It?” “Because People Don’t Spend It Right.”   Guest: Jonathan Clements. Jonathan is a financial writer based in New York City. He's the author of the award-winning Jonathan Clements Money Guide and a new book, How to Think About Money. Jonathan spent almost 20 years at The Wall Street Journal, where...

Episode #18: Rob Arnott, “People Need to Ratchet Down Their Return Expectations”

Episode #18: “People Need to Ratchet Down Their Return Expectations”   Guest: Rob Arnott. Rob is the founder and chairman of Research Affiliates. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative asset allocation and alternative indexation products. He previously served as chairman of First Quadrant, as president of TSA Capital Management (now part...

The John Bogle Stock Valuation Model

I think John Bogle is a national treasure.  That doesn't mean I agree with him of course on everything (huge difference of opinion in foreign stock investing).  But he's been a strong positive influence on our industry for 40 years.  I was scanning this recent article from the WSJ on the plane flight to Vancouver, and a couple notes...

Tweets of the Week

Episode #17: It’s About Risk Allocation, Not Capital Allocation

Guests: Michael Philbrick, Adam Butler, and Rodrigo Gordillo. Mike, Adam, and Rodrigo run ReSolve Asset Management. Mike has over 20 years of experience in investment management, including 6 years as a Portfolio Manager. He is responsible for investment decisions, coaching, and strategic leadership, and has co-authored several whitepapers. Adam has 10 years of experience in investment management, including 7...

Special Episode: Cambria Digital Launch

Special Announcement! Date: 8/30/16 Run-Time: 15:11 Topics: Big news! This isn't our usual podcast. Instead, Meb has an announcement for his listeners. It's only a few minutes long, so don't miss this one! To listen to the special announcement on iTunes, click here To listen to the special announcement on Stitcher, click here To listen to the special announcement on Pocket Casts, click here To listen to...

Digital Advisory Launch!

Big news today! For months now, one of the most common questions we’ve been asked is, “Will Cambria ever offer an online investment management service?” We're pleased to announce that we’ve quietly been working on this behind the scenes, and the Cambria Digital Advisor is finally available! (Press release here.) Here’s a brief overview of what makes our service unique, and something...

Tactical Asset Allocation Software

I used to update an old post on free data sources and stock screeners for investors. I thought I'd summarize a handful of websites that focus on tactical asset allocation software, tools, and backtesters.  For a long time I was going to build this on tacticalassetallocation.com, but there are now lots of resources here so we just make our Excel sheet...

Episode #16: “Listener Q&A”

Episode #16: “Listener Q&A” Guest: Episode #16 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/16/16 Run-Time: 53:19 Topics:  Episode #16 is another “Listener Q&A” episode. With Jeff asking follow-ups, here are a few of the questions Meb tackles: Given low bond yields, what asset would you suggest holding in a trend following strategy while in “cash”? Would you...

Episode #15: The Trinity Portfolio

Guest: Episode 15 is just Meb. Date: 8/10/16 Run-Time: 42:53 Topics: Meb tries something new in Episode 15. In “audio book” style, he walks listeners through his latest research piece: The Trinity Portfolio. “Trinity” reflects the three pillars of this investing approach: globally-diversified assets, weightings toward value and momentum investments, and active trend-following. On one hand, Trinity is broad and sturdy, rooted in respected,...