The Contrarian Investor Podcast International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
Jun 10, 2025
Meb Faber, Chief Investment Officer at Cambria Investment Management, shares his insights on global investing strategies. He argues that international value stocks are currently undervalued and poised for potential gains, defying the ongoing trends favoring U.S. equities. Meb also delivers a contrarian view on dividends, suggesting they're overrated in today’s market. The conversation touches on the importance of diversifying portfolios and the role of innovation, particularly in the realm of artificial intelligence.
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US Stocks' Bull Market Peak
- US stocks have had one of the best bull markets in history over the last 15 years. - However, US markets are expensive now while international markets show more reasonable valuations.
Contrarian Value in International Stocks
- Most investors are overly concentrated in US stocks and underweight international equities. - International and emerging markets currently offer better valuations and potential for outperformance.
Global Diversification Pays Off
- Diversify your portfolio globally, including emerging markets, to capture undervalued opportunities. - A mix of countries like Poland, Colombia, Brazil, and Korea offers promising growth potential.
