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TIP478: Market Cycle Masterclass w/ David Stein
We Study Billionaires - The Investor’s Podcast Network
The Relationship Between Risk and Return
The more expensive in the Marks would agree, the lower the expected return. Investors are expecting perfection of that asset class or they're expecting earnings growth to be much higher. And so I think you have to look at the return drivers and where we are today in order to come up with realistic return expectations.
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