Point Of No Return & A Conversation With Tom Lee
RiskReversal Pod
00:00
Do You Feel Like You Should Leave the Market?
I was thinking about an album from 1977 by the great Bob Marley called Exodus, which is I think we should all leave this market. But and we're the three little birds here. We are. And I wanted to change the words from don't worry about a thing to I would be worrying about everything at this point. So I'm really excited to hear what Tom has to say and the sectors that he's most focused on and sectors that he thinks kind of lead us out of the bear market. The six month Treasury yield 5.1% is on the verge of suppressing the S&P 500 earnings yield of 5.3% reducing the impetus for taking on additional equity market exposure
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Transcript
