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Rational Dissent Episode 001. Why Do Investors Expect So Much?Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect?Timestamps:00:00 - Introduction to Rational Dissent00:32 - Welcome & Market Returns Overview02:22 - CapEx vs. Cash Flow: The 3-in-1 Tech Supercycle06:43 - S&P Concentration: A Two-Asset Class Market09:16 - Valuation Breakdown: The Shiller CAPE Ratio11:38 - Explaining the 4-5-6 Market Model17:51 - Retail Sentiment, Bubble Behavior & Software Spending26:09 - TIPS & Long-Term Real Return Opportunities28:13 - Lightning Round: AI's Long-Run Sector Comparable32:42 - Closing RemarksCharts Used:https://www.biancoresearch.com/bianco/podcast/2026/07/AIvsNonAICorrelation072426.pnghttps://www.biancoresearch.com/bianco/podcast/2026/07/CAPERatiovsReturns072426.pnghttps://www.biancoresearch.com/bianco/podcast/2026/07/456Markets072426.pngLearn more about Bianco Research: https://www.biancoresearch.com/Sign up for a free trial of Bianco Research here: https://www.biancoresearch.com/free-trial/?source=YT072426
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Hello everyone welcome to the Rational Dissent Podcast where we discuss everything from markets and the economy to the Fed and AI, and we stress test conventional wisdom and consensus views.
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