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Do Valuations Matter? (EP.320)

Animal Spirits Podcast

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The Two-Month Return Spread Between Hedge Fund VIP Stocks and Most Shorted Stocks

Ben: I think the next 50 years will have lower returns than the last 100 years. The fact that people are more comfortable with equities, you're probably going to get paid less. Ben: Two-month return spread between hedge fund VIP stocks and most shorted stocks has reached some of the worst levels in the last five years.

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