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What's Not Priced In EP7: Market's Asleep To Jaws of Death?
Manage episode 370730626 series 3479196
A tartalmat a Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.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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