))
What's Not Priced In EP7: Market's Asleep To Jaws of Death?
Manage episode 370730626 series 3479196
Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 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 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.
35 에피소드
공유
