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15min chapter
What A Growth Scare Means For The Fed & Markets | Warren Pies
Forward Guidance
Equity Markets and Valuation Insights
This chapter analyzes the current state of equity markets, specifically the S&P 500, and questions the notion of excessive valuations amidst rising long-term bond yields. It discusses the influence of major tech companies on market metrics and emphasizes the importance of considering profit margins over traditional valuations. Additionally, it explores the Federal Reserve's monetary policy and its implications for growth versus value stocks, while also addressing cautious perspectives on long bonds and commodities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode