MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts
Play • 1 hr 4 min

IN THIS EPISODE, YOU’LL LEARN:

  • 09:18 - Understanding the basics of valuations and how to interpret price multiples. 
  • 17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.  
  • 25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels. 
  • 31:35 - Why the Buffett Indicator is a valuable valuation tool and why it is saying markets are overvalued today. 
  • 38:05 - The relationship between earnings and GDP and why EPS cannot grow faster than GDP in the long run.  
  • 49:50 - Why Lance thinks bonds are the best investment right now and what investment strategy he recommends.
  • And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


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