Podcast Launch! (Also, Notes On How We Started Ours)

  The podcast is finally live! Woo-hoo! You can find all of the episodes on the blog at mebfaber.com/podcast.  You can also subscribe here: iTunes feed Libsyn feed We'll update each show with showlinks, etc.  The format is threefold:  Me chatting about a research topic, trading idea, or recent speech.  Often they don't record them so I'll rehash some of the topics.  Interviewing...

Summertime Reading

There's no chance I get to this entire list but I have this stack of books at home just waiting to get read.  Thank you very little Patrick for the length of this list: Middlesex: A Novel Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism A Fraction of the Whole The Razor's Edge At Play in the Fields of the Lord Motherless Brooklyn:...

Upcoming Travel: Newport, Denver, Vancouver, Chicago, Vegas, Caymans

I will be traveling to the following places in the next few months to give a talk or sit on a panel, stop by and say hello! June 26-28th, IMN, Dana Point, Free passes for investment folks (email vince.kennedy@imn.org) July 11-13th, Private, Denver September 6th, Speech, Vancouver September 8th, Morningstar, Chicago September 19th-21st, Stansberry, Las Vegas October 13th, Investment Forum, Grand Caymans November 5th, AAII, Orange County November 17th,...

Institutional Investors are Delusional

I was skimming this recent publication from BNY Mellon and FT remark when a particular graphic caught my eye.  Below is a survey from 400+ real money institutional respondents (we're talking endowments, pension funds, insurance companies, and sovereign wealth funds).  This is their estimate of the net returns they will receive from their hedge funds: 1% say 6-8% 32% say 9-11% 30% say...

Future Returns Arnott Looking Great for US Stocks

I sat in on this speech of Arnott's, and as usual great work.  He touches a lot of ground, well worth watching!  One of my favorite references was to "over-rebalancing" to value. View presentation on Vimeo here.

SPRING MIXER: RIAS, FAMILY OFFICES AND WEALTH MANAGERS

Come on out and grab some beers with some other local investors in LA next week: SPRING MIXER: RIAS, FAMILY OFFICES AND WEALTH MANAGERS — BONUS SPEECH: THE FUTURE OF WEALTH MANAGEMENT Wednesday, 4:30 pm - 7:00 pm Location: Shutters on the Beach 1 Pico Blvd. Santa Monica, CA 90405