2min chapter

Animal Spirits Podcast cover image

Talk Your Book: Managing Risk Like an Actuary

Animal Spirits Podcast

CHAPTER

Is the Pendulum Swinging Too Far?

I think it's a really compelling story. It's one that defies style boxes. This is more like a chameleon, where it could be value, growth and everything in between depending on the market environment. We were eeing these price to sales valuations we've never seen before. And i guess because a lot of em you had to throw out.

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