The Acquirers Podcast cover image

Value After Hours S05 E39: Grizzly Rock's Kyle Mowery on European and US industrials and value

The Acquirers Podcast

00:00

Companies' Buybacks and High Yield Landscape

The chapter discusses the companies' buybacks and their impact on earnings yields. It analyzes the high yield market and explores the potential benefits of investing in high yield in a rising rate environment. The speakers also discuss the current state of the S&P and small caps, and the potential signals of an upcoming recession.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app