The Fear of Missing Out

Some large endowments that had like tail risk, but it was such a de minimis amount. And then you look at that versus like forward 12 month earnings yield on the S&P. And it's it's like the tightest it's been since 2000. Why would I own stocks? This doesn't make any sense.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app