Created by the Value Team at Schroders, the Value Perspective podcast takes a look at decision making in complex and uncertain environments.
Episodes
Monday Apr 04, 2022
Monday Apr 04, 2022
We're a bit starstruck this week to have Meb Faber of the Meb Faber Show on the Value Perspective this week. Meb is a fantastic podcaster, author, and the CIO of Cambria Investment Management in LA. In this episode, he discusses valuations in the US as a risk and why they should allocate internationally (especially in emerging markets), value investor Seth Klarman and the use of cyclically adjusted price-to-earnings ratio or CAPE.
Also, completely unprompted, Meb mentioned our Global Investor Study. If you'd like to check that you can read more here.
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