Market valuations still priced to perfection
The host argued that while forward P/E multiples have contracted slightly due to strong earnings growth, broader valuation metrics like EV/sales and Shiller CAPE remain at historically high levels, indicating the market is still priced for perfection.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The story so far
CONTESTED · 65 MENTIONS · 52 EPISODES · 24 SHOWS
4 JUL 2025 — 26 AUG 2026 · YESTERDAY
26 SUPPORT · 11 CHALLENGE · 2 REPEAT · 26 MENTIONED
- THE MEB FABER SHOW
45 EPISODES BETWEEN · 57 MENTIONS
- THE MEMO BY HOWARD MARKS
- BARRON'S STREETWISE
- THE LONG VIEW
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE LONG VIEW
- THE MEB FABER SHOW
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE BUSINESS BREW
- THE MEB FABER SHOW · 4 MENTIONS
- CAPITAL ALLOCATORS
- THE LONG VIEW
- MACROVOICES
- THE RATIONAL REMINDER PODCAST · 3 MENTIONS
- GOLDMAN SACHS EXCHANGES
- THE ALPHA EXCHANGE
- GOLDMAN SACHS EXCHANGES · 2 MENTIONS
- THE RATIONAL REMINDER PODCAST
- BARRON'S STREETWISE
- THE MEB FABER SHOW
- THE MEB FABER SHOW · 2 MENTIONS
- BARRON'S STREETWISE
- THE MEB FABER SHOW
- THE MEB FABER SHOW · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES
- THE COMPOUND AND FRIENDS
- MONETARY MATTERS WITH JACK FARLEY
- REAL VISION DAILY BRIEFING
- BARRON'S STREETWISE
- THE ACQUIRERS PODCAST
- THE ACQUIRERS PODCAST · 2 MENTIONS
- EXCESS RETURNS · 2 MENTIONS
- EXCESS RETURNS
- EXCESS RETURNS
- EXCESS RETURNS
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- THE RATIONAL REMINDER PODCAST
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- EXCESS RETURNS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- THE JULIA LA ROCHE SHOW
- CNBC FAST MONEY
- THE RATIONAL REMINDER PODCAST
- BLOOMBERG SURVEILLANCE
- COMMODITY CULTURE
- WEALTHION - BE FINANCIALLY RESILIENT
- THE RATIONAL REMINDER PODCAST · 2 MENTIONS
- THE COMPOUND AND FRIENDS
- BARRON'S STREETWISE
- THE COMPOUND AND FRIENDS
- THE DIVIDEND CAFE
- Market valuations still priced to perfection · THIS IDEA
- PALISADES GOLD RADIO
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD