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David Rosenberg: Debt Rollovers Could Trigger Economic Shock

Wealthion - Be Financially Resilient

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The Market's High Multiple and Crowded Bullish Sentiment

The chapter discusses the importance of the market's multiple in determining expected returns, indicating that a high multiple suggests smaller future returns. It highlights the crowded trade towards the bulls and the overall sentiment of being fully invested and priced. The speakers express skepticism about the equity market's compelling nature, suggest caution and keeping cash on hand, and mention potential weakness in the economy and excessive complacency.

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