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Jonathan Heathcote

Mentioned in 1 analyzed podcast episode across 1 show

Appears On

Episode Appearances

Odd Lots · Apr 11, 2026

The Big Macro Force That's Been Driving Stocks Higher for Years

“Co-author of paper on macroeconomic perspective of stock market valuations; primary guest discussing free cash flow metrics”

Stock Market Valuation MetricsFree Cash Flow AnalysisLabor Share of Income Decline