Last night we spoke with Mebane Faber (@mebfaber) on StockTwits TV.  We spent the first half of the show discussing the research supporting market timing efforts and how it can affect a portfolio’s risk profile.  The second half of the show we discussed the ins and outs of the newly launched Cambria Global Tactical ETF (GTAA).  You can view the video in its entirety below:

Posts mentioned in the above video:

Q&A: Market timing with moving averages.  (Fama/French Forum)

Applying timing models to a variety of portfolio allocations. (World Beta)

The paper:  A Quantitative Approach to Asset Allocation.  (SSRN)

Fact sheet for the Cambria Global Tactical ETF (GTAA).  (AdvisorShares)

Meb talks with Pimm Fox and David Wilson.  (Bloomberg Radio)

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