In today’s episode, Meb reads a recent post, "The Bear Market in Diversification."
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Oct 30
Cambria Fund Profile – Asset Allocation Suite
In the latest podcast episode, I discuss three Cambria funds that each wrap a globally diversified portfolio into a single ETF: the Cambria Global Asset Allocation ETF (GAA), the Cambria Global Momentum ETF (GMOM), and the Cambria Trinity ETF (TRTY). I share my perspective on why ... Show More
23m 52s
Oct 23
StoneX' Vincent Deluard: The S&P Is Hiding a Bear Market | #655
My guest today is Vincent Deluard, Director of Global Macro Strategy at StoneX. In today’s episode, Vincent explains why he’s turning bearish on stocks after years of being a bull. He shares why tax collections are his favorite gauge of the economy, why the world is really paying ... Show More
1 h
Oct 19
Citi's Dirk Willer on Why You Buy the Bubble | #654
My guest today is Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Market Strategy at Citi. In today’s episode, Dirk says we’re in an AI bubble and why that’s a reason to buy, not sell. He shares why the bond selloff relates to growth rather than deficits, how the ... Show More
48m 55s
May 2022
Is this a bear market? (EP.255)
On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more.
Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks ... Show More
46m 37s
Apr 2020
Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
My guest today is with past guest Gavin Baker, the founder and CIO of Atreides Management, LP. We discuss investing during a bear market and the major ways in which the COVID19 outbreak has dramatically altered the investment landscape. Please enjoy my second conversation with Ga ... Show More
55m 35s
May 2022
Finding momentum in a down market
CNBC's Bob Pisani spoke with Mel Faber, Co-founder and CIO of Cambria Investments along with Tom Lydon, Global CEO of ETF Trends. They discussed what to do in a down market without taking yourself out of the game entirely – whether it’s momentum trading or put options. Plus, what ... Show More
26m 56s
Mar 2019
If You Have Money in the Market, Stay with the Market (Podcast)
On today’s show we have Janet Lorin, Bloomberg Endowments Reporter, on the latest on the college scandal bribes. Also joining is Ben Emons, Managing Director: Global Macro Strategy at Medley Global Advisors and a Bloomberg Opinion columnist, on the bond market, European assets, ... Show More
34m 33s