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SPYBEARISHSubstantive discussion · 3/5

S&P 500 valuations look frothy

The discussion framed current S&P 500 valuations, with a P/E ratio around 24, as appearing expensive relative to the historical average of about 16.

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DORMANT · 2 MENTIONS · 2 SHOWS
  1. 14 OCT 2025 · FIRST HEARD
    THE INSIGHT BY OAKTREE CAPITAL
  2. 14 OCT 2025
    THE MEMO BY HOWARD MARKS
    • S&P 500 valuations look frothy · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
SPY: S&P 500 valuations look frothy · Zortix