Valuations, Sentiment & Bubbles

Last month, I gave a presentation at the Markus’ Academy at Princeton’s Bendheim Center for Finance. You can find the full video of the event below.

If you are a regular reader, none of these concepts will be unfamiliar (they are at least as as old as that picture of me!) However, this may be the first time I strung all of these concepts together in one specific hour.

 

Barry Ritholtz on Market Values, Cycles and Bubbles

 

See a PDF of the slide deck presentation here

 

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