MSOS - U.S. Stocks Are Overvalued: Playing Defense And Offense With Cambria's Meb Faber (Podcast Transcript)

• Over the last 40 years, U.S. equities have had roughly the same P/E ratio as the rest of the world.
• Over the last 10, the U.S. has produced massive outperformance relative to its global peers, with valuations becoming increasingly stretched.
• You actually have to go back to the 1920s to find a period where U.S. stock valuations were this stretched relative to their global peers.
• Cambria Founder and CEO Meb Faber joins the podcast to explain why his firm's ETF line-up is particularly well suited to play the rotation to value and global equities that he believes is certainly coming.
• This article includes a full transcript of the podcast that was posted last week.

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