Bloomberg Surveillance cover image

Surveillance: Fed Skip with Luzzetti

Bloomberg Surveillance

00:00

The Market's Widening Opportunities

I'm optimistic that inflation can come down very well on its own without any more restriction. The forward PE of the S&P 500 was 15.1 on October 12th when the market bottomed. If you take out the MEGA cap 8, which are unusual stocks, you get a multiple of about 16. So I think there are still opportunities in the market.

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