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Stock Markets Hit Record Highs But Is a Correction Coming?
Manage episode 398755140 series 3479196
Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
In his last appearance on What's Not Priced In, Greg Canavan discussed the Santa rally. Festivities have since dragged into the new year. At the start of December, Greg said this:
‘Everything is about probability. And I think the probability of the Fed or the Reserve Bank pulling off a soft landing when you’ve hiked rates so sharply is quite low. Betting on this rally to continue is a low-probability event.’
But the rally continued. Earlier this week, both the S&P 500 and our ASX 200 hit new all-time highs. What gives? And does Greg still think the rally continuing is a low-probability event? Yes. And this episode is all about why. Other topics discussed:
- Why US and ASX stocks are rallying
- Does the rally make sense?
- Investor sentiment is greedy and bullish
- Quality ASX stocks are trading at expensive forward multiples
- Why Domino’s Pizza is a warning for investors
- Struggling Aussie consumers belie ASX 200’s rally
- Boring stocks versus hype stocks
- Reading recommendations: Munger, Marks, Lynch
35 एपिसोडस
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