Buckle Up Buttercup (guest: Wesley Gray)
The Market Huddle
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The S&P 500 Earnings Yield
A lot has to go right for a 4% earning yield business to outperform you buy for 20% earnings yield. It's just reflection of like all the yay who's collectively in the marketplace. And I wouldn't necessarily say they're lower quality. They're not sexy tech names or what have you are you surprised at how quickly the correction like for a little while in 2022, it looked like value might actually get a bid?
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Transcript
