The Contrarian Investor Podcast

Author: Nathaniel E. Baker

The Contrarian Investor podcast gives voice to those who challenge a prevailing narrative in financial markets. Each episode features an interview with a hedge fund manager, investor, economist or other market participant. The goal is to educate all listeners with an interest in asset allocation and ultimately to provide actionable ideas to the institutional investor community.
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Language: en

Genres: Business, Investing

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International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
Episode 10
Tuesday, 10 June, 2025

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). More Information on the Guest Website: MebFaber.com and CambriaInvestments.com Twitter/X: MebFaber Podcast: The Meb Faber Show (iTunes link) YouTube: The Meb Faber Show