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10min chapter
Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve
The Compound and Friends
Evaluating S&P 500 Valuations
This chapter delves into the stock market valuations of the S&P 500, analyzing Wall Street analysts' earnings predictions and the implications of P/E ratios amid investor sentiment. With a focus on cautious optimism, it compares the current P/E ratio to historical averages, particularly highlighting technology's significant multiple expansion. The discussion also emphasizes the long-term outperformance of U.S. large-cap stocks and explores investment opportunities in mid and small-cap sectors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode