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Meb Faber: The Quiet 50% Return Nobody at the Beach Is Talking About.
While everyone else was at the beach celebrating another S&P up year, global value stocks quietly returned 50% — and Meb Faber is done being polite about it.
Cambria Investment Management Founder and CIO Meb Faber joins Pierre Daillie on Insight Is Capital for a conversation that starts where most investment discussions are too comfortable to go. US equities are expensive, concentrated, and priced at CAPE ratios within striking distance of their all-time peak. Yet the complacency is total: the S&P is up mid-teens again, the beach crowd is happy, and almost no one is paying attention to the…
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