
Nitin Saksena, Head of US Equity Derivative Research, BofA Securities
Alpha Exchange
The Conundrum Between Rich and Cheap at the Same Time
Dean Obeidallah: We know history doesn't repeat, but there's always something different. When you look at just the price element, how much do you find yourself trying to disentangle the price versus the macro environment? If you look at rates, fall versus SMP, all and say, wow, that ratio is extremely high. How do you square that versus, well, yeah, we're in a different regime for rates, all versus SMP,. talk us through the overlay of a little bit of macro versus just the strict evaluation of prices.
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