U.S. Equities: Valuations Still Matter

This podcast episode analyzes the unique challenges and investment opportunities in the current market, characterized by rapid Fed rate increases, unconventional market behavior, and heightened uncertainty. Lisa Shallet emphasizes the optimistic outlook in the face of economic headwinds, shedding light on undervalued sectors like energy, financials, and select market segments. While traditional models struggle to predict market behavior, this episode offers insights into navigating an unpredictable market, with a focus on long-term thinking and potentially rewarding sectors.