Watch or listen to a recording of a Podcast by Ken Moore on May 14th.
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Download Here
Podcast Overview
Where Does One Invest When US Valuations are Stretched?
Which will win, Government Policy or Market Forces?
In this podcast, we discussed the following:
- The US market is overvalued; index strategies such as ETFs and do it yourself stock picking strategies are likely to disappoint
- Valuations will fall either due to lower earnings or lower multiples
- Tried and true Stock picking strategies will likely outperform
- What this is
- How we do it
- Why it is so hard to do it on your own - An alternative approach (other than traditional bonds) is needed to make money on an Absolute Basis when bonds are priced to lose money after inflation
- Some of the investment ideas we favor
Global View will have another opportunity to participate, with a webinar on Tuesday, June 4 at 5:00 pm. Please contact Global View if you would like to participate!
