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Rising Multiples Carried the Markets through the “Easy Money” Decade. What’s Next?
With normalizing rates, companies will need to earn their higher valuations. Find lower-multiple companies with sustainable and growing margins.
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The Easy Money Era – Who Was Helped
![The Easy Money Era – Who Was Helped](/davissma/images/vid110823/easy-money-helped.png)
The long period of low interest rate fueled a bubble, creating widespread market distortions and irrational valuations
Watch NowRecession Coming? Timing Investment Decisions to Predictions is a Loser’s Game
![Recession Coming? Timing Investment Decisions to Predictions is a Loser’s Game](/davissma/images/vid031324/recession-coming.png)
Buy and hold regularly outperforms guessing the timing of the next recession. Align with companies that can ride out the storms.
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