Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing.
This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here.
Content Highlights
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What are Meb Faber's view of the economy and markets? (1:34);
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His most contrarian take: non-US stocks are a bargain. The outperformance of US equities versus international peers is due for reversal (3:37);
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International value stocks are a particularly promising area (9:56);
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Artificial intelligence (16:29);
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Background on the guest (28:18);
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Another contrarian take: dividends are overrated (33:59);
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Tariffs: no cause for concern (39:57).
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Website: MebFaber.com and CambriaInvestments.com
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Twitter/X: MebFaber
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Podcast: The Meb Faber Show (iTunes link)
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YouTube: The Meb Faber Show
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