
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood
The Compound and Friends
00:00
Five-year CAPE and valuation nuance
Michael and Josh discuss Urien Timmer's five-year CAPE, equal-weight vs cap-weight PE dispersion, and earnings-driven valuations.
Play episode from 14:55
Transcript


