Bloomberg Intelligence's 'Equity Market Minute' 8/09/2018

The video discusses the increasing scrutiny on momentum trades within the S&P 500, particularly focusing on companies like Netflix, Facebook, and Twitter. It highlights the valuation premium of high momentum stocks and the potential for reversion due to market pressures. The analysis includes a comparison of price to book ratios and valuation premiums of high growth stocks, noting a decrease in the premium below historical averages. The video concludes with a summary of the current market conditions and potential future trends.

What is the current status of the valuation premium for high growth stocks compared to historical averages?

What might happen if the increasing scrutiny on high growth stocks continues?