Bull Market Dynamics
The current bull market has significantly diminished short selling interest, with short interest in major indices plummeting to nearly zero. Despite previous bearish sentiments surrounding the earnings yield gap, historical data suggests that parity between earnings yield and bond yield can still lead to strong average returns. The discussion highlights that the equity trade doesn't necessarily suffer even when the bond market appears more attractive to long-term investors.In this clip
From this podcast
The Compound and Friends
Aggressively Neutral
Related Questions
Is taking market risks worth it in the context of the episode Prof G Markets: The Texas Stock Exchange + Is Short Selling a Dying Strategy? and the clip Short Selling Insights?
Are equities worth the risk in light of the episode Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown | Prof G Markets and the clip Market Dynamics Explained?