Guest: Episode #59 has no guest, but is co-hosted by Jeff Remsburg.
Tesla Tax Incentives: When Will The Federal Credit Start To Wind Down?
Is Mean-Reversion In Real Exchange Rates A Smart Value Strategy For FX?
Date Recorded: 6/22/17
Run-Time: 1:07:08
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Profit Margins Could Shrink by up to 25% as ‘Productivity-Wage’ Gap Narrows
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Summary: Episode 59 is a “radio show” format. This week we’re diving into some of the recent market stories which Meb has found most interesting. We also bring back some listener Q&A.
We start with a Tweet from Cliff Asness, in which he rebuffs a Bloomberg article titled, “The Death of Value Investing.” The article states that value “isn’t working. Sticking to that approach has resulted in a cumulative loss of 15 percent over the past decade, according to a Goldman Sachs Group Inc. report. During roughly the same period, the S&P 500 Index has almost doubled.”
Eugene Fama: Momentum Is A Big Embarrassment To Efficient Market Theory
There’s plenty more – including our new partnership with Riskalyze, which enables advisors to allocate client assets into Trinity portfolios. But the more interesting story is how Meb gave his wife food-poisoning the other night. How’d he do it?
Correlation Between FAAMG stocks And Growth And Momentum Has Been Growing Stronger
Find out in Episode 59.
Links from the Episode:
- Meb’s blog
- Meb’s Twitter
- Meb’s Tweets of the week
- Cliff Asness’s tweet on The Death of Value Investing
- “Goldman Sachs Mulls the Death of Value Investing” – Bloomberg Markets
- Burt Malkiel article re: passive/active investing (also lots of Arnott quotes) – New York Times
- Invest Like The Best Episode 41
- Vanguard is at $65B in assets – Investment News
- Cambria’s new Trinity for Advisors offering with Riskalyze
Article by Meb Faber
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