))
What's Not Priced In EP8: CPI Headfake
Manage episode 371335519 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।
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.
35 एपिसोडस
साझा करें
