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What's Not Priced In EP8: CPI Headfake
Manage episode 371335519 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.
Australia has a new Reserve Bank governor! But don't let that distract you from what matters. This episode, we ponder the the implications of the positive inflation data in the US. The key question is the cause behind the disinflation -- falling aggregate demand or normalising supply? The former doesn't bode well for markets. We then discussed the divergence between market fundamentals and stock valuations with real yields still high but stocks rising. The market always looks ahead, but how far is too much? Greg then takes us through some gold stocks, ending on a general discussion of his valuation approach. The takeaway? Remember, it's not a stock market but a market of stocks.
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