Meb Faber’s recent presentation is now on his web site. It is a very good introduction to how he thinks about asset management and operates his funds. He now manages SYLD, FYLD, GVAL, and GTAA.
https://mebfaber.com/

Broken Money, Broken Markets
Today’s new highs are increasingly mechanical, not fundamental — and in a broken market, your 401(k) is the exit liquidity.

