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Obvious Signs of the Top (EP.257)
Animal Spirits Podcast
The Fed's Job Bowning
The consumer balance sheet has never been better prepared to weather a storm. Sam row is tweeding charts about corporate cash that they have were gin t get valuation support eventually. But i guess that's the thing. It's like, where should stocks be trading given where we are right now? Cause right now, ther ae, like 17 times i've looked at this, the average p ratiothat seems high. If inflation persists, that seems mid. That's the whole thing.
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