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What's Not Priced In EP8: CPI Headfake
Manage episode 371335519 series 3479196
İçerik Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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.
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