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What's Not Priced In EP7: Market's Asleep To Jaws of Death?
Manage episode 370730626 series 3479196
Kandungan disediakan oleh Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 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.
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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