EPISODE · Jul 24, 2026 · 33 MIN
Episode 001. Why Do Investors Expect So Much?
from Rational Dissent · host Bianco Research
Investors have become accustomed to stocks returning double digits year after year. Is that the new normal? What should investors expect?Chapters00:00 - 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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Episode 001. Why Do Investors Expect So Much?
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