The Meb Faber Show - Better Investing

SocGen’s Albert Edwards on 10% Yields and a 50% to 60% Drop | #656

Cambria Fund Profile – Asset Allocation Suite

StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655

Citi's Dirk Willer on Why You Buy the Bubble | #654

U.S. equity markets are currently in a bubble, defined by price increases exceeding two standard deviations from long-term trends. Dirk Willer, Head of Global Macro Asset Allocation at Citi, argues that while this bubble may persist for another year, it will eventually lead to a significant recession, prompting the Fed...

Andrew Ang: Should AI Agents Run Your Asset Allocation? | #653

AI agents are transforming investment management by enabling scalable, parallelized, and self-improving workflows that outperform traditional human committees through productive dissent. By specializing agents for specific asset classes and construction methods, firms can replace static, error-prone processes with dyna...

Cambria Fund Profile: Shareholder Yield Suite

Dave Iben: The World Is on Sale While America Trades at a Premium | #652

Roger Ibbotson: Why Isn’t Everyone Rich When the Math Is This Simple? | #651

FT’s Robin Wigglesworth: Why Bonds, Not Stocks, Rule Everything Around Us | #650

Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649

Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648

The current AI boom functions as a historically significant financial bubble, sitting at the intersection of credit expansion, real estate development, and technological hype. Paul Kedrosky, partner at SK Ventures, highlights that while AI models are increasingly converging in performance with flatlining year-over-year...

Jerry Parker on Big Game Hunting in the Market | #647

David Booth: 45 Years to $1 Trillion at Dimensional | #646

Luke Gromen: The Bull Market That Loses You Money | #645

Teaser: Investing in America: The Rise Of A 250-Year Bull Market

Cambria Fund Profile – Cambria Global Value ETF (GVAL)

Liaquat Ahamed on the Railroad Bubble That Crashed the World | #642

Zombie Stocks and Hidden Value With Bob Robotti | #641

Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500 | #640

Joseph Moore: How to Get Rich in American History: 300 Years of Financial Advice That Worked (& Didn’t) | #639