Putting the “V” in PoV

This was basically Siegel’s argument that you all hated on 👇

“The reality leads to much different outcomes and recommendations than the perceptions do.” Excellent from ⁦ASoftishLanding⁩ on the eternal battle between map and territory. wisdomtree.com/investments/bl…

This week on Behind the Markets we spoke to Bill Miller CIO at Miller Value Partners. -Powell surprises even the Professor -A Homebuilders play -1999 vs today -Two tech companies he sees as value plays -Why Bill added his CMT post CFA -His BTC 🚀views open.spotify.com/episode/3GB3pK…

SPX P/E 22x But the equity risk premium has actually ticked higher thanks to a lower 10yr TIPS yield.

I enjoyed this #markets discussion with Jeremy Schwartz

Getting this started. Come join us!

Good morning! I’ll be live on The Morning Show on @stockmkttv with J.C. Parets and Steven Strazza TODAY at 9:00 am ET. Looking forward to this.... Watch here:  stockmarkettv.com/morning-show/m…

Got Jeremy Schwartz on the show today. Let's talk about Japan! x.com/i/broadcasts/1…

Half time break when Siegel serves up a dose of reality to our real estate investor friend who wants to buy with cap rates better than borrowing costs. This relationship upside down now so no deals happening Siegel compares to equity investors who missed last 10 yrs ☠️