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International Value Stocks Present Opportunity, Dividends Best Avoided
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International Value Stocks Present Opportunity, Dividends Best Avoided

Featuring Meb Faber, Cambrian Investments

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 episode was recorded Monday, June 2, 2025 and is being made available to premium subscribers exclusively at this time. Free subscribers can listen to the teaser clip attached to this post.

Content Highlights

  • What are Meb Faber’s view of the economy and markets? His most contrarian take: non-US stocks are a bargain. The outperformance of US equities versus international peers is due for reversal (3:17);

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