Jan 21, 2020
Party like it’s 1999: this is how the stock market feels to Vitaliy today. No, there are no dot-coms, though temporarily we had dot-cannabis and dot-fake-beef bubbles which got popped. Growth stocks are incredibly expensive. Value stocks have underperformed for the last ten years. The last time this underperformance was this extreme was 1999. In this podcast, Vitaliy walks you through how he sees the market today, and how IMA is building an All-Terrain portfolio to weather whatever the market might throw at it.
You can read this article online at: https://contrarianedge.com/2020-party-like-its-1999/