Widespread Panic with Cameron Dawson of NewEdge Wealth
RiskReversal Pod
00:00
The Most Liquid Market in the World
The 10 year US treasury yields down 28 basis I'm there's nothing tuned. There are only three reasons to pay more than 19 20 times a share for earnings the first one is if the Fed is stimulating markets very aggressively like they were in 2020 2021 and arguably 2019 as well we could get back to why the bubbles started. The higher valuation you go into the bear market the longer it takes of course to get your money back because you don't get back to those heady peak valuations very quickly. Companies that are missing are being punished and they're not small companies Amazon went down 18 percent Microsoft got eviscerated to a certain extentYou saw it delayed reaction in apple Tesla is another
Play episode from 50:07
Transcript
