The Meb Faber Show

Episode #20 is another “Listener Q&A” episode. Meb starts by telling us about his frustration after doing a guest panel on CNBC earlier in the morning. (Hint: questions about The Fed tend to annoy Meb…also, if you ever chat with him in person, do not refer to a 1% market move as a “major” move.) But soon we change gears, and Meb answers questions including: -         When following a trend strategy based on a 100 or 200-day moving average, is the idea to buy/sell on Day 1 of the broken trend? Or is it more nuanced? -         Is there some magic number of days (when following a trend strategy) that is the right length? -         (The above questions dovetail into a conversation about the #1 mistake the majority of investors make when using a trend following approach – expecting it to be a return-enhancing strategy.) -         What are good trend strategies for sideways/chainsaw markets? -         How about combining a momentum strategy with a simple 10-month trend strategy? -         When looking at managed fu