23min chapter

The Acquirers Podcast cover image

Value After Hours S06 E09: Economist Jonathan Treussard on risk management, Black Swans and MBS

The Acquirers Podcast

CHAPTER

Navigating Market Dynamics and Bubble Risks

An exploration of the current investment landscape, assessing market conditions and potential bubble risks through metrics like Cape ratios and long term PE ratios. The discussion inclines towards a bubble-ish scenario rather than a crisis, emphasizing market dynamics and risk premiums. Insights are shared on Bitcoin's uniqueness, options pricing in mortgages, and strategies for managing interest rate volatility.

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