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Compounders Podcast cover image

Power Laws and Public Markets with Meb Faber, Founder & CIO of Cambria Investment Management

Compounders Podcast

NOTE

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.

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