Too Much in US Stocks?
Cambria cofounder Meb Faber explains why investing in one country is ‘a terrible idea’ and why a written investment plan is critical.
Today’s guest on the podcast is Meb Faber. Meb is a co-founder and chief investment officer of Cambria Asset Management. Meb’s just released a new book called Investing in America: The Rise of a 250-Year Bull Market. We enjoyed so many things about our conversation with Meb, but first and foremost was the overall tone of hope and optimism looking back over the long history and the long success of American financial markets. We also really liked his comments about the importance of having a written investment plan, and why he thinks we’re starting to see a bull market in diversification.
Investing in America: The Rise of a 250-Year Bull Market https://mebfaber.com/2026/05/28/my-new-book-investing-in-america/
Episode Highlights
00:00:00 Introduction
00:01:17 Investing in America and US Market Resilience
00:11:56 AI, Innovation, and Investment Booms
00:16:18 What Could Drive a Market Rotation?
00:20:32 Why Investors Should Diversify Beyond US Stocks
00:23:17 Hetty Green and the Future of US Investing
00:30:17 Putting Your Investment Plan in Writing
00:34:46 Do Private Markets Belong in Portfolios?
00:44:02 Why Faber Is Optimistic About Investing
More From The Long View
Joseph Moore: The Investments That Matter Most May Not Be in Your Portfolio https://youtu.be/QjaWBsLlUY8?si=R3O5JTdEnH1uoWu5
Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust https://youtu.be/6qiPvRvGKKg?si=eUOne_s4cZ6-14tw
David Booth: ‘The Markets Work Well for Everybody, Not Just the Insiders’ https://youtu.be/qPYv_KwkqvM?si=yOIEMWIu0np0DfFb
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This episode is sponsored by Vanguard: https://advisors.vanguard.com/engagement/fixed-income
