25min chapter

Merryn Talks Money cover image

Jeremy Grantham Says No One Should Invest in the US

Merryn Talks Money

CHAPTER

The Relationship Between Inflation, Interest Rates, and the Stock Market

The speakers discuss the relationship between inflation, interest rates, and the stock market. They explore the impact of recent events on the expectation of inflation returning to target and interest rates decreasing. The chapter also delves into a model developed 20 years ago that explains the market's price-to-earnings ratio (PE) and highlights recent deviations from the norm.

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