Equities Markets Are Historically Overpriced. Here’s What Comes Next.
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Equities Markets Are Historically Overpriced. Here’s What Comes Next.
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FULL EPISODE
https://youtu.be/6X5gy_f-9es
DISCUSSION
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CLIP
Rising yields aren't the danger most investors think they are, according to Douglas Padgett. But that doesn't mean markets are safe. He explains why the macro backdrop remains supportive while the S&P sits historically above his fiscal-flow fair value. With September tax drains and fiscal seasonality approaching, Douglas explains why he'd rather raise cash than chase the market higher.
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