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Ignore the Mega-Bubble Mania and Prioritize Shareholder Yield

Cambria Investment Management's Meb Faber joins the show to talk about the exchange- traded funds ("ETFs") at Cambria and why the team focuses on shareholder yield when picking stocks for these ETFs. He breaks down the importance of shareholder yield in mega- bubble markets like today's and urges investors to pay more attention to it. Meb then discusses managing risk on a portfolio level, including focusing on quality and value. He also covers why emerging and foreign markets are so attractive today, the opportunity in fixed-income investments like bonds and Treasury bills, and how higher interest rates have changed the game. Finally, Meb describes himself as a value investor and shares which areas of the economy he's most concerned about. He talks about inflation driving commodities sharply higher, gold hitting new highs, and why investing at all-time highs can still be a smart choice. 1:20 Meb Faber Talks Shareholder Yield 15:11 Managing Risk, Emerging Markets, Bonds 33:52 Inflation Concerns and Gold's New Highs