An Extraordinary Decade (EP.236)
Animal Spirits Podcast
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Analyzing Market Returns and Valuations Over the Last Decade
This chapter analyzes the MSCI US index's performance over the last ten years, highlighting its significant outperformance against inflation. It dissects a GMO report that attributes much of this return to expanded valuations, prompting a discussion on historical data, investment strategies, and potential misalignments in current market valuations.
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