Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility #616

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. (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 ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and

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Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility #616 is an episode from The Meb Faber Show by The Idea Farm.

This episode is 50:03 long.

This episode was published on Feb 3, 2026.

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