The Contrarian Investor Podcast

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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The Contrarian Investor Podcast

Episodes (100)

Jun 10, 2025 International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber
May 13, 2025 Tariff Dips Create Buying Opportunities: Petra Bakosova, Hull Tactical
May 6, 2025 Tariffs Have Changed 'Plumbing' of Global Finance: Axel Merk

The Contrarian Investor Podcast

Jun 10, 2025
47½ minutes
42 MB

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); ...

The Contrarian Investor Podcast

International Value Stocks Present Opportunity, Dividends Best Avoided: Meb Faber

Nathaniel E. Baker

00:00 -46:39