The Meb Faber Show - Better Investing
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.
Total Ideas
1
With Returns
1
Equal-Weighted Return
-10.27%
All Ideas (1)
1 Total
Trade Call: Short Argentina Exposure
"And Argentina, for whatever reason, is up there, too, like a huge winner on the long side that is now a great short. So instead of quad ones, four straight, they have four straight quad fours. Quad four is bad."
Keith McCullough explicitly calls for shorting Argentina. He highlights that Argentina has experienced four consecutive quarters of worsening economic signals (quad fours), signaling stagflation and deteriorating fundamentals. This trade call is based on his systematic approach of evaluating macro controls and quad scenarios to time portfolio exits.