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U.S. equity market valuations

Topic

Expert statements

2
2 negative

What experts have said about U.S. equity market valuations

2 statements · 2 negative

  1. Andrew MitchellNegativeOct 2, 2026· The Rules of Investing

    Higher real rates and lower earnings growth would cause major valuation contraction.

    “If real rates go higher, earnings growth comes down, get ready because you're going to get a big multiple derate in the economy.”

    Listen at 35:31

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  2. David Oliver SacksNegativeApr 17, 2026· All-In with Chamath, Jason, Sacks & Friedberg

    High valuation levels justify adopting a more conservative investment posture.

    “you could make an argument just based purely on valuation levels, not events that you want to adopt a more conservative posture right now.”

    Listen at 1:22:49

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U.S. equity market valuations · PodLume