Rasmussen/Obenshain: The Potential For Return
Dan Rasmussen and Greg Obenshain discuss the potential for return after the current COVID-19 crisis. They discuss valuation levels, and how coming into the crisis the market was quite unusual, with some sectors of the market being “overpriced” according to Rassmussen. They discuss how the Russell comes back before the S&P 500, and how corporate credit obligations pose a risk.
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