Halftime Report cover image

The Critical Level for Stocks 8/30/22

Halftime Report

00:00

The Market Is Recalibrating What Multiple It Wants to Pay for Stocks

i think chairma powell has been dell since he's become fed chairman. We are still structurally, very under supplied in overall housing. And so we're going to be in the situation where rents stay higher and energy stays higher. i that's where i just don't think we'll have this v shaped rally over the next couple of months' The market is recalibrating what multiple it wants to pay for stocks. I've said it all year long, that stocks go down. If we're ever going to have a negative year in returns, i feel like this is probably it. But that's ok, because that's theprice of admission for an equity investor, is

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app