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Belski the Bull

The Compound and Friends

00:00

Why the Hell Are These Stocks Trading at Such Expensive Multiples?

VNQ is in a no man's land because people don't follow indexes anymore, they follow ETFs. Simon property is like the closest wheat to playing the consumer. Staples, utilities, and then plan the energy trade because it was worth it. The sector is going to get bigger because there's going to be some, some new stock constitution.

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