Mag7 > Nas93 with Trevor Marshall, CTO of Current | Okay, Computer Podcast
RiskReversal Pod
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The Impact of Interest Rates on Market and Valuations
This chapter discusses the impact of interest rates on the market, including the flight to quality and expensive valuations for companies with strong balance sheets. It also explores the relationship between interest rates, cash balances, and valuations for mega-cap tech stocks, as well as the idea of using valuations as a market timing tool.
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Transcript
