Meb Faber talks possible strategies in reaction to high inflation and low bond yields. Taking a historical approach to analyze how the U.S. financial markets are holding up, Faber discusses what he calls a regime shift over the last year throughout interest rates bottoming, pandemic concerns, and elections. There has been a lot of rotation, he says, especially regarding the move from investors buying the most expensive stocks to more value names. Faber adds the value trade could have legs and is still massive compared to market-cap weighted indices.
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