Know Your Risk Podcast cover image

Tobias Carlisle

Know Your Risk Podcast

00:00

Market Inefficiency and Valuation Dislocations

Zach presents examples of extreme multiple expansion despite slowing growth, and Tobias agrees these are signs of inefficiency and misplaced enthusiasm.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app