What's Not Priced In EP11: Aussie Stocks More Expensive Than You Think

What's Not Priced In

There is no such thing as a free lunch. So don’t feast if you’re not prepared to foot the bill. With the market betting on a soft landing despite high interest rates winding their way through the economy, are markets expecting a free lunch? And are they prepared for when the bill comes due?

In today’s episode, we discuss the outlook for interest rates, stretched stock valuations, the significance of the low equity risk premium, US tech stocks, and moves in the energy market.

What’s not priced in? The cost of lunch.

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