13min chapter

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Stephanie Pomboy: Market Overvalued By 40-50% (Or More)?

Wealthion - Be Financially Resilient

CHAPTER

Secular Deflation and the Need for Market Revaluation

This chapter explores the issue of secular deflation caused by debt and demographics, discussing the coexistence of inflation within deflation and the potential impact on financial assets and debt deleveraging. The speakers emphasize the need for market valuations to return to normal, suggesting a significant stock market haircut of 40-50%. They also touch on the reverse wealth effect of corporate and public pensions and predict lower inflation in the long run.

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