Meb Faber of Cambria Investments joins the podcast to discuss the state of markets and the economy, the need to diversify internationally, and why dividends are not a good thing.

This podcast episoode was recorded Monday, June 2 and was made available to premium subscribers exclusively the following day. More membership on premium subscriptions is available here.

Content Highlights

• What are Meb Faber’s view of the economy and markets? (1:34);
• His most contrarian take: non-US stocks are a bargain. The outperformance of US equities versus international peers is due for reversal (3:37);
• International value stocks are a particularly promising area (9:56);
• Artificial intelligence (16:29);
• Background on the guest (28:18);
• Another contrarian take: dividends are overrated (33:59);
• Tariffs: no cause for concern (39:57).

More Information on the Guest

• Website: MebFaber.com and CambriaInvestments.com
• Twitter/X: MebFaber
• Podcast: The Meb Faber Show (iTunes link)
• YouTube: The Meb Faber Show