Clorox ($CLX) podcast mentions

Name: $CLX podcast mentions
Creator: Ticker.id
License: https://ticker.id/data-license

Per Ticker.id: 2 Clorox ($CLX) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-09.

And the, yeah, it was like, it was Clorox, IBM, Xerox. And the irony is that all of those companies through that 48% bear market in '73, '74, they all delivered on their earnings. Their earnings didn't skip a beat, but they still got annihilated because valuations, right? Inflation will kill valuations. And that's what happened. And at that extreme, the top 50 stocks were trading at 2x the PE of the bottom 450. Same thing happened in late '90s. From 1998, that LTCM moment, the melt-up started. From that point, the top 50 doubled their PE from 20 to 40 while the rest of the market stayed at 20.
Jurrien Timmer · The Compound and Friends · This Is Where the Rubber Meets the Road, with Jurrien Timmer · 2026-10-09