The Price of Risk: With Equity Risk Premiums, Caveat Emptor!

[@Muller_Andr]

Stocks are rallying but I know better, macro shows the economy is yet to recover. I been holding stocks to sell at a profit at this time but it is looking like a bull market the rest of 2023. I am in a fight to hold or to sell. I’m up to 297 grand from a low of 250 thousand last year.

[@AnkurYo]

FOMO is the problem. Nothing to see here.

[@Jennapeters144]

The market has been a turmoil since covid, the brief relief rallied for only a year and now the devastating effects of pumping trillions into the economy is here and will be for a while.

[@simone_maya]

Stay in the mrkt and sell only if you need those funds. I got laid off and it has been difficult getting another source of income, glad I was investing when I did and of course with guidannce from a wealth-manager don’t listen to naysayers. I am making bank and the penalties for drawing from 401k to reinvest are nothing compared to the amount of wealth I now possess with my family.

[@xavier_lucas]

@simone_maya I have seen a lot about FAs and actually want to consult some pro. How did you go about it? Is yours any good?

[@simone_maya]

@xavier_lucas I have saved myself from all the hassle that the chaotic market causes. These days the best way to come into the market space is seeking guidance, due to side hustles i can’t handle my portfolio so i just work with LOREN LENA WALKER, a FA i came across via a recommendation from one of these KZbin retirement coaches. It’s been smooth since then. Cliche as it may I have made a mark up of 70% in profits investing 350k under her. It helps not to be worried about your portfolio every minute of the day.

[@Tapankumarr12]

Happy Guru Poornima 🙏 💐💐💐

[@dng625]

I've just started deep diving into ERP! Thanks Prof for the timely upload!

[@spinchange]

If I was a financial book publisher, I would approach you about an ERP book, professor. As always, thank you for sharing your knowledge and insights with the world.

[@brandonrich4956]

This video is highly under appreciated. Thank you so much!

[@shabeernaha]

Thanks Professor. Very deep insight to the subject❤

[@tevsepromwebmaster8541]

Hi master. Long time no see. Your material is great and awesome.

[@alexanderkuzmenko7056]

Brilliant content. Thank you very much for teaching us!!!

[@sakshamchaudhry2061]

Waiting for an update on the valuation of zomato, given its recent hype of profitability 😶

[@dimitrisniapos8521]

Very good video. Well done Professor!

[@tevsepromwebmaster8541]

Thanks for share.

[@hugomartin6663]

Amazing content thank you so much. Would have been interesting to dive also in the CAPE and Excess CAPE Yield from Shiller. Any opinion about that?

[@AswathDamodaranonValuation]

MST overrated market metric in history. See this post: aswathdamodaran.blogspot.com/2016/08/mean-reversion-gravitational-super.html

[@chunwu6797]

Yes!!

[@SnapBackCollector211]

I agree with calculating the ERP in a forward-looking approach, but wouldn't you agree that most of the analysts are looking backwards due to laziness?

[@Michael_NV]

What is the default spread and how it is defined?

[@panosmavroeidis8098]

Professor, could we use the implied erp + rf as expected stock return in a portfolio allocation strategy with other assets?

[@vishalrawat4776]

Sir please tell us from where which website you get CDS spread ? Please sir 🙏🙏🙏🙏🙏🙏🙏

[@binartd]

☕☀️❤🙏

[@TommyBhaiofficial]

Sir I want access of Bloomberg. How can I get it, could you guide me for it

[@srijantrivedi3909]

How about something on the valuation of companies by VCs? Can we make financial models with probability states

[@jayliu645]

It is fuzzy and dynamic, precision calculation is useless, much better focus on qualitative factors you had mentioned, I found they are a bit useful .

[@lam_daniel]

what qualitative factors Professor has mentioned?

[@Tential1]

Shouldn't we intuitively get to this inclusion? If PE ratios are low, then you have a chance for multiple expansion. Whether pe is high or low, the future is unknowable, so the future in both situations is x. The same variable. So the only way to maximize the value of that is buying at a low pe?