Elections change Washington's brakes, not the earnings engine under your stocks. With the Shiller P/E near 41 the day after the midterms, we show why valuation, not who wins, decides your margin of safety.
• Free DeepValues app, intrinsic value and margin of safety for any stock: iPhone https://apps.apple.com/us/app/deepvalues/id6775568608 · Android https://play.google.com/store/apps/details?id=app.deepvalues.android&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket
Chapters
(0:00) Stock Market Snapshot
(4:07) Elections Change the Brakes
(5:10) High Cost of Holding the Brakes
(5:58) Case Study: Richest Man Donor
(7:00) Mechanics of Gridlock
(9:27) High Cost of Holding the Brakes
(11:14) Case Study: Richest Man Donor
(14:01) Wall Street's Conflicting Playbooks
(16:05) Post-Midterm Win Rate
(16:46) Mechanics of Gridlock
(20:10) Post-Midterm Win Rate
(22:15) AI Reality Check
(22:57) Risks: Market Priced for Perfection
(25:27) Real Macro Drivers
(27:31) 2018 Parallel: Politics Masked Macro
(29:16) AI Reality Check
(36:36) Sector Impacts
(43:23) Real Macro Drivers
(44:41) Master Your Margin of Safety
(45:30) Get the free apps
DeepValues toolkit
• Run the numbers on any stock yourself, free: https://app.deepvalues.ai/?ref=podcast&src=why_midterms_won_t_save_overvalued_markets-en
• Free Margin of Safety Weekly, every Saturday (guru moves, market temperature, the week's research; no account needed): https://app.deepvalues.ai/letter?src=spotify&ref=why_midterms_won_t_save_overvalued_marke
• Is the market overvalued? Track it with Buffett Indicator (iOS): https://apps.apple.com/us/app/buffett-indicator/id6747404614
• The same market gauge on Android, Bubble Watch: https://play.google.com/store/apps/details?id=com.luluventures.bubblewatch.android&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dmarket
• Open-source research on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=why_midterms_won_t_save_overvalued_marke
• Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=market&utm_content=why_midterms_won_t_save_overvalued_marke
