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14min chapter
Deficit Spending Will Send S&P 500 To 6,000 And Beyond | George Robertson & Mel Mattison on the True Risk-Free Rate and The Fed's Control of The Treasury Market
Forward Guidance
Market Valuations and Psychological Dynamics
This chapter explores the changing landscape of stock market valuations, particularly the S&P 500, as traditional metrics become sidelined. It draws historical parallels to the 1920s market while addressing the impact of psychological shifts and speculative behaviors on valuation metrics. The discussion emphasizes the relationship between earnings growth and inflated price-to-earnings ratios, along with the historical nature of market bubbles and the resilience of the U.S. economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode