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16min chapter
“Big Short” Investor Bets on a Crash
The Compound and Friends
Valuation in Different Sectors
The speakers discuss valuation in different sectors of the market, highlighting that tech is trading at a higher valuation compared to other sectors. They specifically focus on the staples sector, which is trading at a lower valuation despite low interest rates, and analyze the reasons behind this. They expect the earnings of staples companies to be at risk in the future.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode