3min chapter

The Meb Faber Show - Better Investing cover image

Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570

The Meb Faber Show - Better Investing

CHAPTER

Analyzing Market Valuations and Potential Fragility

This chapter examines the current state of U.S. stock valuations through the lens of the CAPE ratio, discussing its implications for market stability. It reflects on historical performance and the feasibility of maintaining elevated valuations post-2009, cautioning investors about the potential for a market correction.

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