Meb Faber Research – Stock Market and


 

No? or Yes, Yes? [0.14]

Posted on May 23, 2017, 7:15 p.m. by Meb Faber Research – Stock Market and @ [cached copy]

South Park is an award-winning, animated TV show on Comedy Central.

How often do we do something similar when it comes to investing?

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Guest: Dr. Elizabeth Dunn. Elizabeth is a professor in the Department of Psychology at the University of British Columbia.

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The #1 Investing Book [0.24]

Posted on May 23, 2017, 12:51 a.m. by Meb Faber Research – Stock Market and @ [cached copy]

So we chatted about it on the podcast the other day and I still don’t have a good, single answer.

We then put together a survey and received almost 1,000 responses.

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I get asked all the time by friends and investors the same question. And I don’t have a good, single answer.

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Guest: Episode #53 has no guest, but is co-hosted by Jeff Remsburg.

Meb’s recent blog post “A Bar Too High” indicated that for stocks to meet expectations over next 10 years, valuations must rise to highest they’ve ever been in history.

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Guest: Jason Hsu. Jason is chairman and CIO of Rayliant Global Advisors and vice chairman of Research Affiliates.

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A lot of people look at this bull market, valuations, and think somehow that value has forsaken us. And that the much discussed CAPE ratio doesn’t work.

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Guest: Mark Kritzman. Mark is a Founding Partner and Chief Executive Officer of Windham Capital Management, LLC, the Chairman of Windham’s investment committee, and a driving force behind Windham Labs.

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A Bar Too High [0.07]

Posted on May 9, 2017, 10:28 p.m. by Meb Faber Research – Stock Market and @ [cached copy]

For stocks to meet expectations over next 10 years, valuations must rise to highest they’ve ever been in history. We’ll assume today’s dividend yield, and assume earnings the same as history, and no valuation changes.

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BBQ and Brews [-0.50]

Posted on May 9, 2017, 7:56 p.m. by Meb Faber Research – Stock Market and @ [cached copy]

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The Forever Fund [0.23]

Posted on May 5, 2017, 8:02 p.m. by Meb Faber Research – Stock Market and @ [cached copy]

Most investors say they are investing for the long haul. They say they have a 10-50 year time horizon, but act emotionally on a time frame of weeks, quarters, and years.

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Guest: Episode #50 has no guest, but is co-hosted by Jeff Remsburg.

Summary: Episode 50 is a return to our “radio show” format, in which we discuss current market news, Tweets Meb finds interesting, various research papers of note, and anything else on Meb’s mind.

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Most of you reading this are old enough to remember the Beech-Nut fake apple juice scandal in the 1980s. Certain funds are marketing 100% apple juice, so to speak, yet selling a product that’s definitely not 100% apple juice.

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A few weeks ago, I was sipping coffee, thumbing through Barron’s as I do every weekend.

Usually this piece is tied to marketing for a dividend ETF (over 100 now) or a dividend mutual fund (God knows how many of those there are).

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Guest: Dr. Steve Sjuggerud. Steve is the editor of True Wealth, an investment advisory specializing in safe, alternative investments overlooked by Wall Street.

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Guest: Van Simmons. As a consummate collector and dedicated numismatist, Van has earned his place in the rare coin pantheon as the leading coin merchant of his time.

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If you read my blog regularly, you know that I’m fully transparent in how I invest my own money.

However, I’m adjusting that allocation by reducing my collective Trinity exposure by approximately 10%, and in place, adding Cambria’s new Tail Risk ETF (Ticker: TAIL).

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More Pod [0.18]

Posted on April 13, 2017, 6:38 p.m. by Meb Faber Research – Stock Market and @ [cached copy]

 

Guest: Ric Edelman. Ric is widely regarded as one of the top advisors in the advisory field.

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Guest: Raoul Pal. Raoul’s early career was at Goldman Sachs where he co-managed the hedge fund sales business in Equities and Equity Derivatives in Europe.

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