Is a Recession Priced In? with Bob Elliot
Real Vision: Finance & Investing
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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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