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Victor Haghani
1 episode · View guest page
So we take the earnings yield. That's a decent simple estimate of the long term real return of a broad stock market, and then we subtract the ten year real tips yield from that. That's our excess return. We compare that to the 4% that we make the bas
29:13 / 30:31
from transcript29:13 – 30:31
who are not just, I'm never gonna sell my equities no matter what, but people who are open to it would say, you know what? One, one and a half percent expected return is not very much. You know? I'm not excited about that. So because of that, that le
35:09 / 36:23
from transcript35:09 – 36:23
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