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Understanding Equity Risk Premium Through Inflation Expectations
This chapter explores the complexities of equity risk premium, emphasizing the significance of future inflation alongside interest rates for investors. It also analyzes the current state of equity prices in relation to bond rates and overall market dynamics.
On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.
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