Fed’s Bitter Hands with Peter Boockvar, and a Conversation with Conor Flynn of Kimco Realty
RiskReversal Pod
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Apple and Microsop - Will They Get to a Valuation Reset?
Titerson: This market really can't bottom until there's an absolute blood letting in a name like that. We've never had the sort of concentration in s and p earnings, is that fair to say? And in market cap terms, i certainly don't want to discount out possibility for sure. Titerson: Can you go from high twenties multiple to even 20 with no change in the fundamentals?"
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