Stocks Are Allowed To Be Expensive Since Bonds Yields Are Low…Right? | #289

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 22 February 2021

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Episode 289 is a Mebisode. In this episode, you’ll hear Meb put today's stock valuations into historical perspective. He addresses the claim that stock valuations should be high because bond yields are low and then looks at what conditions were present at the start of the best ten-year stock returns in history. Finally, he provides some thoughts on what investors could do to handle the current market environment. All of this and more in episode 289. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.2	Better investing starts here.
0:18.8	Matt Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.2	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment or its affiliates. For more information opinion of Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:39.6	What's up y'all?
0:40.5	Today we have another mebessode.'s been a while but with all the craziness
0:45.2	going on I thought it'd be a good time to pause and reflect as an article we published at the beginning
0:50.3	of the year which already feels like two years ago,
0:53.6	called stocks are allowed to be expensive
0:55.9	since bond yields are low, right?
0:58.7	And to refrain we hear from a lot of people.
1:00.4	So I'm gonna read this, you can find it on the blog,
1:02.3	we'll add the notes in the show links with the charts as well as graphs etc
1:06.4	Let's get started
1:08.4	There are a lot of investment sayings that get repeated by individual and professional investors alike.
1:14.8	One I hear parroted over and over and over again is a variation of high stock
1:20.8	valuations are fine since interest rates are low.
	...

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