Global Value Investing And Clone Investing With Meb Faber

0
Global Value Investing And Clone Investing With Meb Faber


Global Value Investing And Clone Investing With Meb Faber by The Investors Podcast

Get The Timeless Reading eBook in PDF

Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues.

Executive Summary

On today’s show, co-founder and CIO of Cambria Investment Fund, Meb Faber, discusses a global value investing approach with Preston and Stig. Although the US stock market has recently dropped significantly at the start of 2016, Meb suggests the market might still have more to fall. Meb also reveals how he is invested, and which returns he expects for US and emerging stock markets in the years to come.

In this episode, you'll learn:

Alkeon: Big Tech Is Only Just Getting Started

TechnologyThe ACAP Strategic Fund's managers see a "significant scarcity of attractive asset allocation choices globally," but also a strong environment for fundamental stock picking. Q2 2021 hedge fund letters, conferences and more According to a copy of the fund's second-quarter investor update, which ValueWalk has been able to review, its managers currently hold a balanced Read More


  • In which regions the international value investor should look in 2016
  • Why Meb Faber thinks the US is not in a bubble, but is still overvalued
  • What the Ivy Portfolio is, and how you can beat the market by investing with the greatest investors in the world
  • Why the best asset allocators in the world recommend the same asset classes for the optimal portfolio
  • If Japan is something Meb Faber is looking into after the recent crash in their stock market

Tweet your comments to this podcast episode directly to Preston, Stig and the rest of The Investor Podcast’s community using “#TIP70”

Books and resources mentioned in this episode

Meb Faber's Research on the Stock Market:, MebFaber.com

Get a Free Book from Meb, Click Here

Meb Faber's book, The Ivy Portfolio - Read reviews of this book

Meb Faber's book, Global Asset Allocation - Read reviews of this book

Meb Faber's book, Global Value - Read reviews of this book

Meb Faber's book, Invest with the House - Read reviews of this book

Meb Faber's Fund:, Cambria Funds

Elroy Dimson's Book, Triump of the Optimists - Read reviews of this book

Global Shiller P/E Valuations:, Click Here

Meb Faber giving a speech at Google about Global Value Investing

Sign Up For Our Free Newsletter

No posts to display