After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for?
Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including:
Whether markets have gotten ahead of themselves in pricing a return to growth
How much demand remains in an economy with elevated unemployment
Whether a return to normal is on the cards for office property, and
Where he sees risks for the unwary in 2021.
We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year!
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