Shifting Investment Horizons

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

• What are Meb Faber’s view of the economy and markets? (1:34);

• His most contrarian take: non-US stocks are a bargain. The outperformance of US equities versus international peers is due for reversal (3:37);

• International value stocks are a particularly promising area (9:56);

• Artificial intelligence (16:29);

• Background on the guest (28:18);

• Another contrarian take: dividends are overrated (33:59);

• Tariffs: no cause for concern (39:57).

• Website: MebFaber.com and CambriaInvestments.com

• Twitter/X: MebFaber

• Podcast: The Meb Faber Show (iTunes link)

• YouTube: The Meb Faber Show