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16min chapter
Is a Recession Priced In? with Bob Elliot
Real Vision: Finance & Investing
Real Interest Rates and Risk Premiums in the Equity Market
The chapter discusses the relationship between real interest rates and risk premiums in the equity market. It highlights the expensive equity prices and decade-low risk premiums. The chapter also explores the trade-off between equity returns and volatility, the recent trends in commodities and cyclical equities, as well as potential opportunities in bank loans and preferred stocks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode