Alex Proimos
&
Allen Sukholitsky
Distortions, cyclical investing and understanding the channels of money | Allen Sukholitsky
14 Jul 2020
• 34 min
• ??
This episode discusses the disconnect between the economy and the equity markets, the changing relationship between valuations and future returns, the importance of tactical allocations in this environment, determining market expectations, finding diversification in a world driven by central bank policy, and commodities as a hedge against systemic risk.
Comments
Add comment Feedback