Power Laws and Public Markets with Meb Faber, Founder & CIO of Cambria Investment Management
Compounders Podcast
The Inflection Point for Value in the Next Cycle
Comparing strategies against dividend approaches or broader indices is crucial. The focus on shareholder yield, particularly in S YLD, has shown exceptional performance compared to both its category and the broad market. Despite being a value style strategy, value investments have generally struggled since the global financial crisis. Historically, in periods of strong market performance, like the Roaring 20s, Nifty 50s, Internet bubble, and the current COVID meme stock era, there are subsequent challenging times. Understanding these market cycles is essential for investment strategies.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
