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Charles Schwab's Bill McMahon on Equity Valuations, Earnings Relevance, and Semiconductors
Manage episode 312940627 series 3253361
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This episode's Voice of Wall Street is Bill McMahon, Chief Investment Officer of Active Equity Strategies at Charles Schwab Investment Management. Bill tells us how he values equities during a time when many say traditional valuation methods are dead, the significance of the current earnings season, why he’s bullish on semiconductors, and why widespread adoption of an eventual COVID-19 vaccine could take longer than many investors are expecting.
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