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What's Not Priced In EP7: Market's Asleep To Jaws of Death?
Manage episode 370730626 series 3479196
محتوای ارائه شده توسط Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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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