Cape Ratios Unpacked
The discussion dives into the effectiveness of cape ratios over various time horizons, revealing their limitations for market timing. Insights reveal that while lower macro volatility might correlate with higher valuations, the relationship is not as straightforward as it seems. Additionally, the analysis of tech giants raises questions about their perceived expense compared to broader market sectors.In this clip
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Animal Spirits Podcast
(Fixed) The Netflix of Financial Advice (EP.75)
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