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Is this peak insanity?
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Manage episode 315263009 series 2511131
With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined. Arnout van Rijn, CIO Asia Pacific, is less concerned. “It is not as bad as 1999. It's just a small segment of the market that is really at multiples that are hard to defend. The bigger segment of the market that now trades at relatively elevated multiples are just healthy cash flow-positive stocks that the market is willing to pay up for because of the TINA argument – ‘there is no alternative’.
78 episodi
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on December 17, 2024 09:26 ()
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Manage episode 315263009 series 2511131
With current market valuations now exceeding those of 1929, and even of 1999, the term ‘peak insanity’ is coined. Arnout van Rijn, CIO Asia Pacific, is less concerned. “It is not as bad as 1999. It's just a small segment of the market that is really at multiples that are hard to defend. The bigger segment of the market that now trades at relatively elevated multiples are just healthy cash flow-positive stocks that the market is willing to pay up for because of the TINA argument – ‘there is no alternative’.
78 episodi
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