Loews CEO Tisch Sees Another Four Years of U.S. Recovery

The video discusses the value in US and European equities, highlighting the US stock market's potential due to low trading multiples. It addresses market confusion influenced by factors like interest rates and JP Morgan's note on investor behavior. The speaker is optimistic about the US economic recovery, citing productivity, tax cuts, and technological advancements as key growth drivers. Investment strategies are explored, focusing on value investing and the impact of rising treasury rates.

What is the trading multiple for forward earnings of the S&P 500 one year out?

• 13 times

• 10 times

• 15 times

• 20 times

How do rising interest rates affect equity investments?

• They make equities more attractive.

• They have no effect on equities.

• They create competition for equities.

• They decrease the value of equities.

What is the expected duration of the economic recovery in the United States according to the speaker?

• 1-2 years

• 2-4 years

• 5-6 years

• 7-8 years

Which factors are driving the economic growth in the United States?

• High unemployment and low productivity

• Tax cuts, AI, and robotics

• Decreasing interest rates

• Increased government spending

What is the speaker's investment preference?

• Cryptocurrencies

• Short-term Treasurys

• Value stocks

• Growth stocks