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6min chapter
RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
The Meb Faber Show - Better Investing
Economic Indicators, Sentiment Analysis, and Valuation Models in the Market
Discussion on evaluating economic indicators and sentiment like the misery index, stock market pricing, AAII, and consumer sentiment, as well as valuation models focusing on trailing PEs vs. forward PEs and a regression model analyzing historical data to determine sustainable multiples in the low 20s, despite resistance from those fixated on 15-16 times multiples.
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