Financial Repression Insights
The discussion highlights the challenges of relying on price to sales as a valuation metric, especially given its historical mean reversion. Current forecasts suggest a concerning outlook for returns, with potential negative real returns over the next several years. The impact of rising inflation could significantly lower profit margins and price-to-earnings multiples, echoing lessons from the past.In this clip
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Masters in Business
Matthew Kadnar Talks About His Transition From Law to Finance
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