Want to create an interactive transcript for this episode?
Podcast: The Meb Faber Show - Better Investing
Episode: Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616
Description: In today’s radio show, Meb breaks down why market-cap–weighted investing may be nearing its limits after an extraordinary run in U.S. stocks. He explores CAPE ratios near historic extremes, the quiet resurgence of gold and commodities, and why equal weight, value, and global markets are suddenly back in the conversation.Â
To close, Meb explains how trend following and real assets can help investors navigate regime shifts.
Note: this was recorded on January 29, 2026.
(0:00) Starts
(3:03) US stock market update
(11:24) Global stock performance
(18:03) The role of gold in as...