Today I welcome Meb Faber, co-founder and the Chief Investment Officer of Cambria Investment Management. Meb is the fund manager of all 11 ETFs at Cambria which includes the global momentum ETF and global value ETF among others.We talk about market valuations, bubbles, and why you need a global asset allocation. Also, we discuss a couple of Cambria's funds, the shareholder yield fund, and the tail risk fund - both of which are relevant to the current market activity we’re seeing. You can follow Meb on twitter @MebFaber. Grab one of his books and check out the ETFs he manages at https://mebfaber.com/Want further insights from Opto? Check out our daily newsletter:https://www.cmcmarkets.com/en-gb/opto/newsletter...Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter