# Down the Valuation Rabbit Hole

Page: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/down-the-valuation-rabbit-hole
Text version: https://stenobird.com/podcast/rbc-s-markets-in-motion-617578/down-the-valuation-rabbit-hole.md
Podcast: [RBC's Markets in Motion](https://stenobird.com/podcast/rbc-s-markets-in-motion-617578)
Published: 2026-06-15T17:15:00+00:00
Episode link: https://www.rbccm.com/en/insights/markets-in-motion.page
Audio file: https://episodes.captivate.fm/episode/be140a2f-4143-4408-8eff-b30c61d8cda6.mp3
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JSON: https://stenobird.com/v1/public/podcasts/rbc-s-markets-in-motion-617578/episodes/down-the-valuation-rabbit-hole
Duration seconds: 395

## Resource

Two big things you need to know: First, forward P/Es have generally been de-frothed, but haven’t looked deeply compelling for the major US indices. Second, the valuation case for the broadening trade still has some room (Small Caps, certain cyclical sectors, non-US developed market equities), but requires close monitoring.

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## Transcript

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