Meb Faber Research – Stock Market and Investing Blog

Episode #11: Sam Stovall, S&P Global Market Intelligence, Sam’s Seven Rules of Wall Street: Crash-Tested Investment Strategies That Beat the Market   Guest: Sam Stovall is Managing Director, U.S. Equity Strategy of S&P Global Market Intelligence. He serves as analyst, publisher and communicator of S&P’s outlooks for the economy, market, and sectors. He is the Chairman of...

Long time readers know I don't really talk politics on here - unless of course they have some sort of investment implications.  We once wrote a paper titled "Politics and Profit: Combining the Presidential Cycle and the January Effect" that is by far our least read paper. I'm a registered independent, and with the two choices available today I'll...

Episode #10: “Listener Q&A”   Guest: Episode #10 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 8/1/16     |     Run-Time: 45:58 Topics:  Episode #10 is our second “Listener Q&A” episode. This time, instead of spending the entire episode answering one question, Meb tackles many. Here’s a sample of a few of the topics you’ll...

I'm a quant so I like to screen, sort, and rank till I'm blue in the face.  So, since cooking is basically just formulas, I've always wondered why cooking doesn't work the same way.  Why can I crowdsource cooking to find the best recipes?  I get that we don't all have the same tastes, but you should be able...

Episode #9: Pete Mladina, Northern Trust, “What You Thought Was Skill Was Just Risk Premia”               Guest: Pete Mladina is the Director of Portfolio Research for Wealth Management at Northern Trust. He is responsible for the application of leading research to the Wealth Management investment process. In addition, Pete has written many academic papers, and is a...

Episode #8: Starved for Yield? Time to Go Global   Guest: Episode #8 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 7/8/16     |     Run-Time: 30:46 Topics:  Episode #8 marks Meb’s first “listener feedback” episode. We’ve received numerous bond-related questions from listeners, but they all tend to reduce to something along the lines of:...

Episode #7: Playing Defense Against Black Swans   Guest: Episode #7 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date: 7/7/16     |     Run-Time: 30:10 Topics:  With Brexit rattling the markets recently, it’s a good time to revisit the discussion of “black swans” (not that Brexit was a black swan, despite catching many investors off-guard)....

Episode #6: Three Concepts That Investors Get Wrong   Guest: Episode 6 is a Mebisode. Date: 6/24/16     |     Run-Time: 28:12 Topics:  Do you know which three concepts most investors – retail and professional alike – get wrong? One is asset allocation; two is a bit different – it’s actually a lack of awareness of a type of...