))
What's Not Priced In EP8: CPI Headfake
Manage episode 371335519 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。
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集单集
分享
