Info

The Meb Faber Show

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
RSS Feed Subscribe in Apple Podcasts
The Meb Faber Show
2019
October
September
August
July
June
May
April
March
February
January


2018
December
November
October
September
August
July
June
May
April
March
February
January


2017
December
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June


All Episodes
Archives
Now displaying: Page 1
Aug 28, 2019

In episode 172, we welcome our guest, professor Cam Harvey. Meb and professor Harvey begin the conversation with professor Harvey’s 1986 dissertation on the yield curve, and his finding that when the yield curve inverts, it precedes a recession. His indicator has yet to provide a false signal. He goes on to explain the model, what it really tells us, and the implications as we move late into the summer of 2019.

Professor Harvey then gets into what an inverted yield curve means for growth, and a study he did that describes the performance of various asset classes before and after yield curve inversions.

He follows up with some background on the Duke CFO survey, and the predictive power it has in foreshadowing recession. As of a recent observation, 85% of respondents believe a recession will begin in 2020 or 2021.

The conversation shifts, and professor Harvey gets into some thoughts on cryptocurrency, and the research that went into the creation of his course on Blockchain.

Next, professor Harvey explains blunders in factor investing, from data mining, to investors not taking correlation of factors into consideration.

As the conversation winds down, professor Harvey discusses what he’s thinking about in his research these days, and disruptions he sees coming in finance.

All this and more in episode 172, including professor Harvey’s most memorable investment.

0 Comments
Adding comments is not available at this time.