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3min chapter
Forced Patience (guests: Andy Constan, Paul Schulte)
The Market Huddle
Is the Bond Market a Little Smarter Than the Stock Market?
If the bond market was right, it would be at one 70 now, not two 50. I think there's a world in which equities do just fine because of this operating leverage on good nominal growth,. While multiples fall because of quantitative tightening, reducing the attractiveness of assets. But in such a world, equities can do just fine. However, qant ative tightening will still cause multiple contractions.
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