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International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber (Szn 7, Epsd 10)Podcast episode cover art featuring Meb Faber

International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber (Szn 7, Epsd 10)

Published June 10, 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 From the Guest

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Natural Gas as the Energy of the Future: Applications and Investment Opportunities (Szn 6, Epsd 22)Podcast episode cover art feat Farid Guindo

Natural Gas as the Energy of the Future: Applications and Investment Opportunities (Szn 6, Epsd 22)

Published December 27, 2024

With Farid Guindo

Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas — not the commodity itself, necessarily, but its application to meet future energy demand.

This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Substack.

Content Highlights

  • Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
  • Oil exploration is becoming increasingly difficult, expensive, and risky (2:58);
  • The ‘John D. Rockefeller moment’ for natural gas (5:46);
  • What role can nuclear energy play? (16:03);
  • In natural gas, there will be winners and losers, however… (18:00);
  • Where are the best opportunities? (19:51);
  • Background on the guest (28:39);
  • How will the new presidential administration (Trump 2.0) impact things? (41:38).
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Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)Podcast episode cover art featuring James Fishback

Fed’s Next Move, Trump 2.0, Opportunities in AI, Argentina (Szn 6, Epsd 15)

Published September 10, 2024

With James Fishback, Azorio Partners

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed’s shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.

James Fishback, founder of Azoria Partners, joins the podcast to discuss the Fed’s shift in monetary policy, opportunities afforded by another Trump administration, why AI hype is real, and a host of other issues.

This podcast was recorded on Sept. 4 and was being made available to premium subscribers that same day. More information about premium subscriptions is available here.

NB: The guest is outspoken on certain political beliefs discussed here. These views are not necessarily shared by the host or the Contrarian Investor Podcast more generally.

Content Highlights

  • The Federal Reserve is expect to cut 200 basis points off of interest rates when all is said and done. The reality should fall well short of that measure… (1:37);
  • The US is economy growing in aggregate. Pain points are felt among lower socio-economic classes (4:44);
  • The major change will not come from a major shift in monetary policy but what happens fiscally, with the November election (9:16);
  • How to trade a Republican sweep? There’s an acronym: T-R-U-M-P (10:54);
  • Many companies have taken advantage of cheap labor supplied by illegal immigration. Their stocks will suffer once this is rolled back… (15:31);
  • AI is real. Productivity gains will be massive (17:44);
  • Crypto discussion. The best opportunity for bulls may to bet on lower volatility for Bitcoin… (22:47);
  • Background on the guest (28:33);
  • Azoria’s first ETF will be called the Meritocracy Fund. The strategy (33:38);
  • Another opportunity: Argentina (43:18)

More Information About the Guest

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