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Value After Hours S05 E20: Jeff Weniger on Value v Growth, Housing, and the 70s Stock Market Crashes

The Acquirers Podcast

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The Disinflationary Boston Pros Energy Out the Window

In 2015, the spread between the most overvalued and the most undervalued was as tight as it's ever been in the data. We're in a different scenario now where the spread is as it's at historic widths in some of my favorite metrics. And I think that the opposite happens on the other side of that. One of the catalysts is basically what they're saying over there in Tokyo: You don't get your price to book up above one by 2025.

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