Podbit · Excess Returns
Every major market valuation metric is simultaneously at its most overvalued in the historical dataset — but that doesn't mean you should exit the market. Overvaluation signals lower forward returns and volatility, not an immediate crash. The real opportunity is in the parts of the market that haven't been bid up.
Where this was said
At 4:14 · chapter starts 4:00
Carlisle reviews 6-7 valuation metrics all at historic extremes. Overvaluation signals lower forward returns, not an immediate exit — the real opportunity is in cheap pockets like small and micro value. [1] — Tobias Carlisle "Most overvalued in dataset: Every major market valuation metric tracked by Advisor Perspectives is simultaneously at its most overvalued le…" 04:24
Every major market valuation metric tracked by Advisor Perspectives is simultaneously at its most overvalued level in the entire historical dataset.
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