55 min
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more? Theory of Thing Investment Podcast
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- Investing
With so much market data in disarray because of the Covid19 pandemic, some of the usual measures of value have found strange extremes. That's where we start this week's show with our JP Morgan Global Markets Strategist Kerry Craig, discussing very high P/E valuations in equities. We also talk about the global inflation picture, the "policy put", and then chat about whether having a macro view on the world can really give you any kind of edge any more.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
With so much market data in disarray because of the Covid19 pandemic, some of the usual measures of value have found strange extremes. That's where we start this week's show with our JP Morgan Global Markets Strategist Kerry Craig, discussing very high P/E valuations in equities. We also talk about the global inflation picture, the "policy put", and then chat about whether having a macro view on the world can really give you any kind of edge any more.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
55 min