
#967 - What’s Really Going on With the U.S. Economy? | With Julien Bittel
Real Vision: Finance & Investing
Analyzing Performance and Pricing in Different Sectors
In this chapter, they discuss the performance and pricing of different sectors in the market, highlighting opportunities and the need to reduce uncertainty before making investment decisions. They also introduce a 60-year regression framework for understanding asset class behavior during different periods of the economic cycle. Additionally, they discuss how to incorporate current events and worries into their framework for analysis.
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