Julian Robertson: Bubble May Burst in Stocks, Real Estate

The video discusses the concept of market bubbles, highlighting how stocks can become overvalued and lead to corrections. It questions what constitutes a bubble, whether it's the entire equity asset class, specific sectors, or other assets. The discussion includes the potential impact on the stock market and real estate, referencing Janet Yellen's comments. It concludes by analyzing financial stocks and their bonds, which yield nothing, as a potential area of concern.

What indicators might suggest that a bubble is forming in the market?

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What role do financial stocks play in the context of market bubbles?

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