Hetts: Ignore PEs, Watch Earnings

AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker,… AI stocks may be stealing the spotlight, but Janus Henderson's Adam Hetts says investors are missing the bigger story. He joined Bloomberg Open Interest to explain why earnings, and not valuations, are driving markets, why sticky inflation isn't a dealbreaker, and why the rally is expanding well beyond Big Tech. (Source: Bloomberg)