← U.S. equity market valuations
What podcasts say about U.S. equity market valuations
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about U.S. equity market valuations
2 statements · 2 negative
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.”
Open the episode · Five years from now, these are the companies everyone will wish they ownedListen at 35:31
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.”
Open the episode · OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell OutListen at 1:22:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.