AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Aggressively Neutral
The Compound and Friends
Forecasting PE based on interest rates and inflation
30sec Snip
00:00
Summary
Transcript
Episode notes
By analyzing historical data and incorporating consensus assumptions for interest rates and inflation, it was projected that the PE should be higher based on these factors, even though the trailing PE suggested a lower value. By utilizing a simple regression model, a forecast into a mid-teens multiple was derived, leading to a higher projected PE at the end of the year.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode