John Hancock's Miskin: More Potential Return in Bonds Than Tech

The video discusses the dominance of big tech in the market and the expectations for earnings. Despite strong reported earnings, analysts are cautious due to revised estimates. Valuations are high, and traditional academic valuation methods seem detached from market realities. The video concludes with a preference for bonds and income over equities for better returns.

What is the significance of the risk-free rate doubling in the last year?

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What alternative investment options are suggested to have better return potential?

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