Widespread Panic with Cameron Dawson of NewEdge Wealth
RiskReversal Pod
00:00
The Best Driver of Multiples on Earnings Estimates
Danny Cevallos: It's very easy to take a very dire estimate and put a very dire multiple on it and then scare yourself from ever getting invested. He says the best driver of multiples that you can see is in two money supply growth so you're talking about worst case scenario in S&P that bottoms out around 3200 ish but 3400 is probably fair value with an S&P today trading 3900So we could see again a bear market rally that 4100You flag something that we have been saying Dan since when October 13th 14th and then the subsequent Monday the seventh thing I talked about it October 6th look at bang camera high five come on
Play episode from 54:17
Transcript
