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What's Not Priced In EP7: Market's Asleep To Jaws of Death?
Manage episode 370730626 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.
In today’s episode. Greg and I struggle to find the right analogy to explain the bullish sentiment over in the US. Are investors asleep at the wheel hurtling toward a hard economic reality? Greg thinks tech valuations are overstretched and his chart of the week illustrates why.
Turning to Australia, we discussed the much more grounded sentiment of Aussie investors. And that’s no surprise – the ASX 200 has gone nowhere in two years. We also covered the weakening Aussie dollar and the outlook for key commodities like copper and iron ore as China’s economic recovery continues to disappoint.
We finished with our stock of the week. No matter how you package it, the outlook isn’t great.
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