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Lamensdorf: The indexes have appreciated, but many stocks haven't

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Innhold levert av Money Life with Chuck Jaffe and Chuck Jaffe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Life with Chuck Jaffe and Chuck Jaffe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF, says that while the market is at record levels, valuations are not so high that it's particularly easy to find shorts. In the Market Call segment, Lamensdorf discusses how it's a stockpicker's market, both for long investors and short-sellers, with rising indexes having masked a lot of individual opportunities. Also on the show, Mark Hamrick, Washington bureau chief at Bankrate.com talks about implications from last week's economic reports, emerging markets and international fund manager Tunde Ojo from Harding Loevner discusses China and other foreign markets now, and Kyle Guske of New Constructs puts the Danger Zone spotlight back on EventBrite, the concert promoter that he says is wildly overvalued.

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1537 episoder

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iconDel
 
Manage episode 306628606 series 2562870
Innhold levert av Money Life with Chuck Jaffe and Chuck Jaffe. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Money Life with Chuck Jaffe and Chuck Jaffe eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF, says that while the market is at record levels, valuations are not so high that it's particularly easy to find shorts. In the Market Call segment, Lamensdorf discusses how it's a stockpicker's market, both for long investors and short-sellers, with rising indexes having masked a lot of individual opportunities. Also on the show, Mark Hamrick, Washington bureau chief at Bankrate.com talks about implications from last week's economic reports, emerging markets and international fund manager Tunde Ojo from Harding Loevner discusses China and other foreign markets now, and Kyle Guske of New Constructs puts the Danger Zone spotlight back on EventBrite, the concert promoter that he says is wildly overvalued.

  continue reading

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