Meb Faber Show: JD Gardner – Bridging the Behavior Gap

by Marketing | Jul 27, 2023 | Appearances, Market Notes, Media Notes

On July 5, 2023, JD Gardner sat down with Meb Faber from Cambria Investment Management. The episode has an overarching theme that can be summarized by a quote from JD himself: “A strategy’s return is much less important than an investor’s return while exposed to the...

“A strategy’s return is much less important than an investor’s return while exposed to the strategy”

by Marketing | Jul 27, 2023 | Market Notes, Media Notes

Meb Faber Show:  Episode #491: JD Gardner – Bridging the Behavior Gap

“We took the contrarian stance because a lot of these names [homebuilders] were actually trading at half, 50% of their book value”

by Marketing | Jul 26, 2023 | Market Notes, Media Notes

A contrarian view on homebuilder stocks

“The market has always rallied off of better than expected earnings per share guidance”

by Marketing | Jul 26, 2023 | Market Notes, Media Notes

Earnings expectations for Microsoft and other tech giants

“The inability to execute on this front [managers’ handling of the consumer business] has led us to believe that there is a lot of internal strife at the company, which could create employee retention problems in the future”

by Marketing | Jul 20, 2023 | Market Notes, Media Notes

Focus: Goldman Sachs CEO’s growth strategy gets traction with board-sources

“[After the Fed rescued the banking system in March] The only thing that can stop this rally is if a big time risk is put back on the table”

by Marketing | Jul 20, 2023 | Market Notes, Media Notes

Tech Stocks, Meme Stocks, Crypto: Investors Are Feeling Bold Again