One of Porter's good friends, Meb Faber, co-founder and CIO of Cambria Investment Management, joins us for today's show. He's one of the smartest quant investors in the world and he's been working on two new investment models. You won't want to miss what he has to say about where the best opportunities are today.



The interview was so full of ideas that Porter promised to make it easy and give you a list of links to many of the reports they talked about.



So here you go, sit back and enjoy...



Sovereign High Yield by Meb Faber

Sorting Countries by Dividend Yield

Global Investment Returns Yearbook 2011

They also agree on two books they thought were well-worth reading



Triumph of the Optimists: 101 Years of Global Investment Returns

The Outsiders

And Meb's websites are

Mebane Faber blog, Cambria Investments, The Idea Farm

Porter and I are both sick. Maybe it's time for us to start listening to our homeopathic audience... Nah, we'll stick to modern science.



Also, you'll hear Porter talk about why everyone should read newsletters... especially S&A's newsletters.



And you'll hear us talk about the new Fed Chief and why Porter will get richer regardless of money printing. And we play a few voicemails... Call us anytime at 855-727-2346 and tell us what's on your mind.



Hope you enjoy...