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Kandungan disediakan oleh Geremy van Arkel, CFA® and Geremy van Arkel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Geremy van Arkel, CFA® and Geremy van Arkel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management

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Manage episode 316101376 series 2893376
Kandungan disediakan oleh Geremy van Arkel, CFA® and Geremy van Arkel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Geremy van Arkel, CFA® and Geremy van Arkel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter? With U.S. equity markets so overvalued currently – if you believe traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.
Put in your earbuds. This might be our most important podcast episode of the year.

  continue reading

28 episod

Artwork
iconKongsi
 
Manage episode 316101376 series 2893376
Kandungan disediakan oleh Geremy van Arkel, CFA® and Geremy van Arkel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Geremy van Arkel, CFA® and Geremy van Arkel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter? With U.S. equity markets so overvalued currently – if you believe traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.
Put in your earbuds. This might be our most important podcast episode of the year.

  continue reading

28 episod

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