The Value Perspective with Meb Faber

We're a bit starstruck this week to have Meb Faber of the Meb Faber Show on the Value Perspective this week. Meb is a fantastic podcaster, author, and the CIO of Cambria Investment Management in LA. In this episode, he discusses valuations in the US as a risk and why they should allocate internationally (especially in emerging markets), value investor Seth Klarman and the use of cyclically adjusted price-to-earnings ratio or CAPE.

Also, completely unprompted, Meb mentioned our Global Investor Study. If you'd like to check that you can read more here.

 

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