Welcome to the latest edition of Talking Data. Our Talking Data series seeks to offer timely insights into macro market themes along with macro data and its impact on the economy and markets.

I am Kristen Radosh of Arbor Research & Trading and I will be your host today. Our presenters are Jim Bianco of Bianco Research and Ben Breitholtz of Arbor Data Science.

Today, Jim and Ben will answer the question - Are Risk Markets ahead of themselves?
• Is the stock market overvalued? Does this even matter?

• Is the historic rotation from growth to value justified?

• Are credit spreads too tight?

For further information on Arbor Research, Bianco Research and Arbor Data Science, please contact Gus Handler at gus.handler@arborresearch.com.

#23: Are Risk Markets ahead of themselves?