Liquidity Premium with Adam Butler (S1E8)
Flirting with Models
Is the Sample Size on Rolling 30?
Cape is looking at every month. Sign, but your signal overlaps to the tune of three. What's the sample size on rolling 30? Not huge, not huge. Is it three? Well, but what's interesting is you are looking at each month. Tie that to the Cape analysis. No, yeah, because you're using these rolling 10 year or 15 year smooth. So I think that's different, right? Because that's smoothing over the full period.
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