Real Vision: Finance & Investing cover image

Is the Worst Case Priced into Tech?

Real Vision: Finance & Investing

00:00

Warren Pies' Energy Story

Energy is one of the cheapest sectors in the market as a whole. It's about a 10 PE, which is a 10% earnings yield. In all of our in our high dividend strategies, we have about 20% in energy. Saul Warren: How can equities retest October lows if sentiment is already expecting this outcome?

Play episode from 19:43
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app