AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
10min chapter
Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman
Excess Returns
Impact of Interest Rates on Stock Market Valuations
This chapter explores the nuanced relationship between interest rates and stock market valuations, revealing that the market impact of a 1% increase in interest rates may not align with common expectations. It discusses the current valuation of stocks compared to bonds, warning against using valuation as a short-term timing tool and emphasizing its role in assessing long-term returns. Additionally, the conversation touches on how indexing has influenced the underperformance of small and mid-cap stocks, prompting investors to reconsider traditional asset allocations.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode