Jeff Weniger, WisdomTree – Market Update: Inflation, FAANG 2.0 & Signs of A Bear Market Low | #421
The Meb Faber Show - Better Investing
Do You Think the Market Is Playing Out?
Since rates have been up, you've had a very different gime with stocks. You've had essentially a lot of the inflation exposed assets, but also value investments have rebounded. The market always has to be ready for when that thing that's driving the market stops being that thing. It may be as simple as rates arising because the captive buyer with its nine trillion dollar balance sheet is no longer a captive buyer, and is backing it up. And this sudden discounting of future cash flows on an unitable growth story is suddenly the number one topic of polite wall street conversation. I think right now, we'll have to see how long it goes on for, but right now, so
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