The Meb Faber Show - Better Investing cover image

Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356

The Meb Faber Show - Better Investing

00:00

Is Valuation the Biggest Thing Holding Stock Investors Back?

We're in a very different valuation range now, since 19 90, for 30 years running. We've been trading above the eightieth per centile three quarters of the time. Since 90, we've had some tremendous whether you look at price to trailing earnings or price to forward estimates,. Price earng t molles are coming down. And i think we got a shot at going into next year at an average p e of around 20 times neck trailing earnings.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner
Best podcast app
JD Stuart
App Store
I’ve been using Snipd for about a year and this app has been life changing. I listen to about 17 hours of podcasts a week and I want to take notes on 95% of them. Snipd makes it so easy to do. I can triple click my headphones and record a snip. The app also improves rapidly which is welcomed. It’s an easy subscription for me to pay.
🤯 How amazing is this app?!
Sophie
App Store
Snipd helps me keep track of everything I resonated with from a show. I can always find my snips, listen to them again, share them. And there are so many great product updates regularly! Like the feature to chat with the episode: I can retrieve even more knowledge from an episode 🥹 I’m in love with this app 🤍