Bits + Bips cover image

Why Hedge Funds Are Deleveraging and Stocks Are Still Overvalued

Bits + Bips

00:00

Industrials are a bubble, Ram argues

Ram calls industrials a popped bubble, cites high PE names and advises waiting for capitulation.

Play episode from 02:31
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