Meb Faber: The U.S. Market Can’t Keep Winning (The Chart That Shows It)

Описание: 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.

To close, Meb explains how trend following and real assets can help investors navigate regime shifts.

Note: this was recorded on January 29, 2026.

To see links or read the transcript of the episode, visit us at: https://www.themebfabershow.com/episo...

(0:00) Starts
(3:03) US stock market update
(11:24) Global stock performance
(18:03) The role of gold in asset allocation
(27:52) Demographics of gold investors
(35:47) One-fund portfolios & 351 conversions
(42:07) Meb's travel plans

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Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).