With Bob Elliott, Unlimited
Bob Elliott of Unlimited rejoins the podcast to discuss his view that stock markets are pricing in a lot of optimism that may not be based on economic realities…
Content Highlights
- Stock markets are pricing in a lot of optimism. Just how unrealistic is that? (1:19);
- What is there to indicate the economy could slow this year or even next? (4:34);
- A recession may be years away rather than months under current conditions. But conditions, as we know, can change quickly… (8:58);
- There is a precedence to interest rates going up dramatically without it causing an immediate and dramatic entrenchment in economic growth (11:52);
- Tech stocks might be overvalued but comparisons to the dot-com bubble are unfair and inaccurate — and may preclude a spectacular bust (16:10);
- Today’s economic expansion is income-driven. Not a result of credit expansion (18:13);
- What kinds of indicators should investors study to spot a slowdown in this particular type of economic activity? (30:45);
- Regional banks are for the most part fairly priced at present… (35:50).
More Information on the Guest
- Website: UnlimitedFunds.com;
- Twitter: @BoBEUnlimited;
- YouTube: @BobEUnlimited.
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