{"podcast":{"title":"The Meb Faber Show - Better Investing","slug":"the-meb-faber-show-better-investing-743157","podcast_index_feed_id":743157,"rss_url":"https://feeds.megaphone.fm/TIFM6133783130","website_url":"https://www.themebfabershow.com/","image_url":"https://megaphone.imgix.net/podcasts/dfd9a908-428f-11ee-a9c5-6fac729c68a0/image/1400x1400.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Idea Farm","episode_count":708,"summary":"Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.","last_synced_at":"2026-07-24T16:19:52.677138+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157"},"episode":{"title":"Radio Show: Meb on Markets at Extremes, Anything BUT Market Cap, and Embracing Volatility | #616","slug":"radio-show-meb-on-markets-at-extremes-anything-but-market-cap-and-embracing-volatility-616","published_at":"2026-02-03T09:30:00+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/radio-show-meb-on-markets-at-extremes-anything-but-market-cap-and-embracing-volatility-616","show_page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157","url":"https://traffic.megaphone.fm/TIFM5751302734.mp3?updated=1770048457","audio_url":"https://traffic.megaphone.fm/TIFM5751302734.mp3?updated=1770048457","summary":"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 follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more. ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices","meta_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…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3003,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-meb-faber-show-better-investing-743157/episodes/radio-show-meb-on-markets-at-extremes-anything-but-market-cap-and-embracing-volatility-616/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/radio-show-meb-on-markets-at-extremes-anything-but-market-cap-and-embracing-volatility-616.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}