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Episode 34 - Time Investors Head Overseas, Far From The Madding Crowd?
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Manage episode 280069214 series 2839981
Laidlaw Wealth Management에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Laidlaw Wealth Management 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode, Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the risks posed by crowded trades, whether valuation multiples have reached unreasonable levels, whether developments in the energy market, how the fixed income markets might perform with rising inflation expectations, and how investors may consider looking overseas for 2021 returns.
The topics discussed in this episode are Howard Marks’ dislike for the markets, is it warranted?, How much might the current corporate earnings cycle outperform Wall Street expectations?, Do rising oil prices present a risk? Will the fixed income market take away the equity market’s holiday punch bowl?, and With the Dollar weakening, is it time for investors to go overseas?
Please tune in for more timely insights.
66 에피소드
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