The Most Important Charts In The Market
MRKT Matrix
The Impact of the July NDX Rebalance on the SPX
Rates go meaningfully higher there was that does affect the or change the assumptions or the multiples assigned to long duration assets. Wall Street is very myopic and a little bit of a bump up in rates again we're not talking about seven percent eight percent then yeah you have to changed your assumptions but 375 four and a quarter 350 390 it's all the same thing.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
