Stocks Are Richly-Priced & The Economy Is Late-Stage, So 'Selectivity' Is Key | Cameron Dawson
Thoughtful Money with Adam Taggart
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Introduction
This chapter explores the factors contributing to the late cycle nature, such as low unemployment and interest rates, and highlights the importance of good balance sheets, return on invested capital, and free cashflow generation. It also warns about potential reversals and advises disciplined valuation and rental approach to positions.
Transcript
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