

Is the Stock Market Severely Mispriced? With Jesse Felder
4 snips Aug 30, 2023
Jesse Felder shares his outlook on the Federal Reserve and its policies, discusses the mispricing of the stock market based on various metrics, compares the bond market to the stock market and explores the potential impact of a 5% 10-year yield on stock markets. He also talks about the widening deficit in the US and potential inflationary challenges for the Federal Reserve.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Mispricing of the Stock Market
01:38 • 7min
Comparing the Bond Market and Stock Market: Supply, Demand, and Potential Turbulence
08:35 • 4min
The Importance of the 10-Year Treasury Yield Chart
12:27 • 7min
Exploring the Potential Impact of a 5% 10-Year Yield on Stock Markets
18:59 • 5min
US Deficit Widening and Potential Inflationary Challenges
23:30 • 9min