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The Meb Faber Show

Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com. And to learn about Cambria’s suite of ETFs and other investment offerings, please visit CambriaFunds.com.
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Sep 28, 2020

In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Global Value ETF (GVAL).

Meb walks through why it’s important for investors to consider valuations in their process, and how investors can be thinking about portfolio positioning given stock market valuations around the world. He offers a historical perspective on market valuations through the lens of the Shiller PE ratio, often referred to as the Shiller CAPE ratio.

He covers the home bias phenomenon, which shows that investors tend to invest more heavily in their home countries. He talks about why this bias should be avoided, and that going back to 1980, US and foreign stocks have traded at similar valuations. He goes on to point out that, from a valuation perspective, no specific market is any more special and deserving of a long-term valuation premium than any other.

As the episode winds down, Meb walks through the portfolio construction process of the ETF.

All this and more in this Cambria Fund Profile Series episode, featuring the Cambria Global Value ETF (GVAL).

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