International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber

2025-06-10

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 p...

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).