Wealthion - Be Financially Resilient cover image

AI Stocks Definitely In A Bubble Right Now | Jim Bianco

Wealthion - Be Financially Resilient

00:00

The Importance of Liquidity in Asset Prices

Ibbotson: Money supply is part of it, but not all of it. Capital can flow into things that are not defined by traditional measurements of say money supply liquidity. He says the earnings yield on the S&P right now is below three month treasury bills. Ibbotson talks about the long term rate of return for stocks at 9%. If you can get two thirds of that and essentially risk free ask it, why would you be heavily invested in stocks?

Play episode from 32:21
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app