businessinvesting

Why Hedge Funds Are Deleveraging and Stocks Are Still Overvalued

Bits + Bips·Mar 18, 2026·9:41·pending

About this Episode

Ram calls industrials a bubble that's already popped — Caterpillar at 35x PE, hedge funds still deleveraging, and no real capitulation yet. Austin and Chris push back.

Hosts & Guests

A

Austin Campbell

Host

C

Chris Perkins.

Host

H

Hosted by Ram Ahluwalia

Host

No transcript available for this episode.

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