Dug ramsey: Large caps in the us. Are very close to their 19 99 two thousand technology bubble peak on a valuation base. The rest of the market is far more expensive than at any point during the te bubble, he says. Ramsey: Based on these valuations, you guys have a pretty bleak return expectation for the next three to five years. But that being said, i mean, our acid allocation is not purely valuation driven.
Dr. Soumi Eachempati, CEO and Co-Founder of CLEARED4, discusses Covid mandates and implementation. Bloomberg Opinion Politics Columnist Jonathan Bernstein explains why the California recall is a Republican danger sign. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Managing Diversity Reporter Jeff Green share the Businessweek rankings of the Best B-Schools in the world. Bloomberg News Wall Street Reporter Sonali Basak talks about Goldman Sachs buying GreenSky for $2.24 billion. And we Drive to the Close with Doug Ramsey, CIO at Leuthold Group.
Hosts: Tim Stenovec and Katie Greifeld. Producer: Paul Brennan.
See omnystudio.com/listener for privacy information.