---
title: Podcast | Where Does One Invest When US Valuations are Stretched?
description: "Download This Podcast: Where Does One Invest When US Valuations are Stretched? Which will win, Government Policy or Market Forces?"
---

[Global View Investment Blog](https://blog.globalviewinv.com)

# [Podcast | Where Does One Invest When US Valuations are Stretched?](https://blog.globalviewinv.com/2013/05/podcast-where-does-one-invest-when-us-valuations-stretched)

 Written by [Ken Moore](https://blog.globalviewinv.com/author/ken-moore) | 5/17/13, 5:11 PM

**Watch or listen to a recording of a Podcast by Ken Moore on May 14th.** 

\[vooplayer vooid='MTE0MjU=' width='543' height='408'\]  
[Download Here](http://globalviewinv.com/podcasts/May-14-Global-View-Webinar.mp4)

## 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](mailto:admin@globalviewinv.com) if you would like to participate!

[View full post](https://blog.globalviewinv.com/2013/05/podcast-where-does-one-invest-when-us-valuations-stretched)

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