If Cash Is King, Are Stocks Trash?
Real Vision: Finance & Investing
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If Cash Is King or Stocks Trash?
Real Vision Daily Briefing with Tavi Costa, partner and portfolio manager at Crescat Capital. He says investors have been conditioned to value assets in an environment that we're going to see another high growth low cost of capital decade. The caper ratio today or desiculically adjusted earnings PE ratio is really at 29 times for the S&B 500. "I don't think we're gonna see a 29 timescape ratio I think we'll see low double digits"
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