Investing Experts Meb Faber and Kirk Spano talk shareholder yield and ETF opportunities
Feb 25, 2025
Meb Faber, an expert on shareholder yield and ETFs, joins Kirk Spano, who shares insights on fixed income markets. They dive into the implications of a slightly weaker USD on foreign markets and explore the potential of shareholder yield strategies during tough economic times. The duo discusses tactical approaches to bond investing and highlights the Cambria Tactical Yield ETF as a strategic solution. They even touch on Bitcoin's evolving role in investment portfolios, likening it to 'digital gold' in today's economy.
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Market Conditions and Value Investing
- Following secular bull markets, broad market indices often become expensive.
- Value and shareholder yield strategies become attractive in such environments.
Exploring Value and Shareholder Yield ETFs
- Explore value and shareholder yield ETFs, like SYLD, which combine value and dividends with buybacks.
- Consider small and mid-cap opportunities alongside the broader market.
Shareholder Yield in Down Markets
- Shareholder yield and value strategies perform best in sideways and down markets, outperforming expensive companies.
- These strategies offer a margin of safety during market downturns.
