In today’s episode, Meb reads a recent email sent to Cambria subscribers about using a shareholder yield approach to express the opportunity in global value stocks today.
Resources:
Performance after Peak Valuation: Navigating the Tech Sector’s High Multiples
Think Income and Growth Don’t Exist In This Market? Think Again
Think Income and Growth Don’t Exist Around the Globe? Think Again
-----
Follow Meb on Twitter, LinkedIn and YouTube
For detailed show notes, click here
To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com
Learn more about your ad choices. Visit megaphone.fm/adchoices
Kathryn Kaminski, AlphaSimplex - When You’re A Systematic Investor, Your Process Makes The Decision | #310
Andrew Horowitz, Horowitz & Company - I Think We’re Starting To See A Little Bit Of What Happens When The Tide Goes Out | #309
Best Idea Show – Maciej Wojtal, Amtelon Capital – I Saw Iran As Potentially The Biggest Transformational Opportunity Since Russia | #308
Vikram Mansharamani, Harvard Lecturer and Author - In All Bubbles, You Usually Have A ‘This Time It’s Different’ Story | #307
Jeff Seder, EQB - We Ended Up The First Triple-Crown Winner in 37 Years | #306
Marc Faber, The Gloom, Boom & Doom Report – The Environment We’re In Favors Quick Profits And Long-Term Loss | #305
Damon Ficklin, Polen Capital – Even Though We Are Clearly A Growth Manager, A Lot Of Us Have Value-Oriented Roots | #304
Kevin Lozer, Holistiplan – Streamline And Scale The Tax Planning Process For Advisors | #303
Lisa Rich, Hemisphere Ventures, Xplore – There’s Never Been A More Exciting Time For The Space Industry | #302
Dr. Daniel Crosby, Orion Advisor Solutions – You Want The Best Anxiety Adjusted Returns | #301
Best Idea Show – Geoffrey Batt, Euphrates Advisors – You Get Used To The Terrorism Problem And You Just Start To Focus On The Companies | #300
Sundeep Ahuja, Climate Capital - Earth Is A Big Ship And It’s Going To Take A While For Us To Turn This Ship Around | #299
Boris Wertz, Version One - I Really Think About The Next Decade As A Golden Decade For Technology | #298
Tim Ranzetta, Next Gen Personal Finance - Every Student Wants To Learn About Money | #297
Jason Hsu, Rayliant Global Advisors - As Investors, We’re Always Looking For Uncorrelated Sources Of Return | #296
Jacob Rubin, Philosophy Capital Management – I’ve Learned In This Business, You Want To Be Successful And Justify Charging A Fee, You Swing The Bat | #295
Dan Rasmussen, Verdad Advisers - A Lot Of These Regime Changes Happen Around Recessions And Crises | #294
Ted Seides, Capital Allocators – I Want To Compound My Capital…But I Want To Do It Alongside Of People That I Respect And Trust | #293
Tom Barton, White Rock Capital – I Just Thought, Well, This Is The Dumbest Short Of All-Time | #292
Ron Lieber, The New York Times - If You Look At Private Colleges And Universities, On Average, They’re Discounting Their Tuitions by 52% | #291
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast