27min chapter

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Value After Hours S05 E36: Zach Abraham on Markets in Turmoil, Recessions, Crashes and Yield Curves

The Acquirers Podcast

CHAPTER

The Impact of Economic Abnormality on Traditional Metrics

The chapter delves into the current period of economic abnormality and how it affects traditional metrics, leading to misconceptions. It discusses misleading media reports on housing prices and the false claim of a 4% increase in year over year house prices. The conversation then shifts to the impact on small caps and the average PE in small caps, suggesting they are already in a bear market.

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