The Meb Faber Show - Better Investing
Business:Investing
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
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For detailed show notes, click here
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Mark Kritzman - “We Have to Question the Assumptions that Underpin Our Models... Nothing is Simple" | #51
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Raoul Pal - “We've Got to Expect a Recession This Year or Next Year, or if We're at the Wild Extremes, the Year After That" | #46
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