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What’s Not Priced In EP12: The Momentum Trade Is Breaking Down
Manage episode 374000595 series 3479196
Innhold levert av Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 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.
Disinflation versus deflation. Momentum versus fundamentals. Price versus earnings. Today's episode is all about contrasts.
We discuss the diverging economic fortunes of the US and China, momentum trading pulling valuations away from fundamentals, and the stagnant Aussie market. Greg then explains why commodities still offer long-term value, exploring some unloved but enticing mining services stocks. And finally, when the market is dull, pick up a book!
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