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Stock Markets Hit Record Highs But Is a Correction Coming?
Manage episode 398755140 series 3479196
内容由Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research提供。所有播客内容（包括剧集、图形和播客描述）均由 Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.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
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