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15min chapter
Mean Reversion in Markets: What Goes Up Must Come Down?
Many Happy Returns
Mean Reversion in Market Valuations
This chapter explores the idea of mean reversion in stock market valuations, focusing on the elevated forward price-to-earnings multiples in the US compared to historical averages. The discussion also examines the implications of current market conditions on investment strategies, particularly the contrasting valuations of small-cap and large-cap stocks. Additionally, it delves into the cyclical nature of market psychology and the potential factors driving profit margins, suggesting that current trends may revert to historical norms.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode