Many Happy Returns cover image

Shopping the Drop: Is Anything Actually Cheap?

Many Happy Returns

00:00

Valuation measures: CAPE, FCF yield and tech capex

Discussion on CAPE extremes, collapsing free-cash-flow yield, and how massive tech capex is changing index cash generation.

Play episode from 10:40
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app