The Meb Faber Show - Better Investing cover image

RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537

The Meb Faber Show - Better Investing

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner