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Get what investors say about VXUS next
2 new calls on VXUS this week are not on this page yet. Follow VXUS free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what VXUS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about VXUS
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-23 | Whitney TilsonFormer hedge fund manager — T2 Partners | Bullish | Whitney Tilson (newest) | Adding a Vanguard international index fund provides geographic diversification away from the US large-cap… |
| 2026-10-19 | Unknown | Bullish | CNBC (uncut) | Value stocks outside the US have shown strong performance and provide a barbell to US growth exposure, with… |
| 2026-10-16 | Rob HaworthSenior investment strategy director, U.S. Bank Asset Management | Bullish | Bloomberg TV (uncut) | Developed market earnings growth is running well above 10-year historical averages while multiples are only… |
| 2026-10-13 | Julia HermannGlobal market strategist, New York Life Investment Management | Bullish | Bloomberg TV (uncut) | Non-U.S. developed markets are far less concentrated in tech than U.S. indices and have been delivering well… |
| 2026-10-12 | Russell NapierMarket strategist & financial historian | Bullish | The MOST Important Thing Podcast | Global equity markets outside the US trade at reasonable valuations, and cheap value stocks specifically have… |
| 2026-09-14 | Richard BernsteinGlobal Head of Macro & Customized Investing, Janus Henderson (founder, Richard Bernstein Advisors) | Bullish | Bloomberg Surveillance | 75% of companies globally with projected 5-year earnings growth above 25% are outside the United States, and… |
| 2026-06-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Bank share performance is a leading indicator of economic health, and financials in Japan, Korea, China, and… |
| 2026-05-16 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Excess Returns | Non-US equities reached an all-time low valuation relative to the S&P, triggering a mean-reversion cycle that… |
| 2026-03-16 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | LifeWorthLiving | Non-US equities have moved from cheap to reasonably priced but remain dramatically more attractive versus the… |
| 2026-02-28 | Meb FaberCo-founder & CIO, Cambria | Bullish | Market Insider | 44 investable countries trade at CAPE in the low teens vs US CAPE of 40—roughly one-third the US… |
Show all 29 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-01-08 | Marc FaberEditor, Gloom Boom & Doom Report | Bearish | Meb Faber | All non-US markets trade at significant discounts on price-to-sales, price-to-book, and price-to-earnings… |
| 2025-12-08 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | US now accounts for 65% of global MSCI market cap versus only 55% of global earnings, suggesting… |
| 2025-11-27 | Meb FaberCo-founder & CIO, Cambria | Bullish | MoneyShow | Foreign developed market valuations (CAPE in the teens) are at a historically extreme discount to US stocks… |
| 2025-09-17 | Ben FinserFounder & portfolio manager, Fin Capital Management | Bullish | Planet MicroCap | ~15,000 listed companies in developed markets outside the US are structurally undercovered — zero sell-side… |
| 2025-08-05 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Wealthion | Weak-dollar regimes historically cause balance-sheet expansion globally, boosting financials; financials have… |
| 2025-07-10 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Master Investor | Non-US equity markets are not expensive today, just as they were cheap relative to the US in 2000, and would… |
| 2025-07-08 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | A decade-wide valuation gap vs. the US is closing, a weaker dollar amplifies USD-investor returns, and… |
| 2025-06-20 | Todd SohnChief ETF Strategist, Baird Strategas | Bullish | The Compound | International developed markets are breaking out above 2007 highs for the first time with improving sector… |
| 2025-06-06 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | International developed markets trade at historical valuation norms while US large cap is ~33% above its… |
| 2025-05-23 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Non-US equity markets (e.g. Germany) have far more remaining fiscal capacity — going from 2% to 5% deficit —… |
| 2025-03-15 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Developed ex-US stocks have been completely unloved and are outperforming US large cap this year as the… |
| 2025-03-03 | David ZorubFounder & CIO, Parsifal Capital Management | Bullish | Capital Allocators | The large-cap AI trade has sucked capital out of nearly every asset class and country globally, creating… |
| 2024-10-11 | David KellyChief Global Strategist, JPMorgan Asset Management | Bullish | The Compound | International stocks are cheap on an absolute and relative basis while US investors are systematically… |
| 2024-10-01 | Jeremy SchwartzGlobal CIO, WisdomTree | Bullish | Wealthion | Many global markets trade at 10–13x earnings versus elevated US multiples, offering structurally higher… |
| 2024-09-16 | Meb FaberCo-founder & CIO, Cambria | Bullish | Kitco NEWS | Global REITs offer more attractive valuations than US REITs, which on aggregate are not cheap relative to… |
| 2023-09-29 | Meb FaberCo-founder & CIO, Cambria | Bullish | StockMarketTV | US stocks have compounded ~12% annually for 15 years and are expensive on a 10-year CAPE basis, while foreign… |
| 2021-10-27 | Chris DavisChairman, Davis Advisors | Bullish | Tidal Financial Group | Most international indexes are dominated by formerly state-owned companies with poor corporate culture and… |
| 2019-08-02 | Barry RitholtzCo-Founder & CIO, Ritholtz Wealth Management | Bullish | Masters in Business | Home country bias causes systematic overweighting of domestic equities that hurt investors in downturns… |
| 2016-08-02 | Meb FaberCo-founder & CIO, Cambria | Bullish | Invest Like a Boss Podcast | Foreign stocks are significantly cheaper on a valuation basis than US stocks and historically outperform the… |
Notable options days
Sessions in the last 120 where VXUS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-07-14 | ||||||
| 2026-06-26 | ||||||
| 2026-06-23 | ||||||
| 2026-06-22 | ||||||
| 2026-06-15 |
VXUS on the Wheel
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