
LIVE: On The Tape + The Compound and Friends at the Nasdaq
RiskReversal Pod
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Do You Think the Dow Will Hold Up?
The value has outperformed growth by I think 20% or so year to date. Biggest spread since the back on bust. Just have legs. Could this go on for multiple years? It makes sense. Jerome Powell did an interview where they asked him about valuations and he said in a zero interest rate environment valuations don't matter. So the fact now again interest rates started going higher, it made sense that people were fleeing names that made no sense in a higher and straight environment. We can laugh about UNH. It's probably one of the best company best run companies in the U.S.
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