How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy – Ep 99

If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and...

If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was “written” in 2016, its major points, especially about geopolitical risk, inflation and deflation, and valuation, are even more relevant today.

You can read this article online at: https://contrarianedge.com/how-investors-should-deal-with-the-overwhelming-problem-of-understanding-the-world-economy/

 

Related Articles

Trump’s call for a bitcoin strategic reserve is a very bad idea – Ep 231

At the end of July, Donald Trump went full Bitcoin. He wants the US to become a “Bitcoin superpower”; he promised to build a Bitcoin strategic reserve.   📩 Join 89,000+ readers on my FREE weekly email newsletter:   📚 Get my...

Unpacking Buffett’s Investment Philosophy: A Personal Perspective – Ep 230

How does our investment approach stack up against Warren Buffett’s? Answering this question gives me a chance to dissect Buffett’s famous investment principles and compare them to our own strategy.   📩 Join 89,000+ readers on my FREE...

The Eclectic Value Investor – Ep 229

How do I describe myself as an investor? This question provides an opportunity to delve into what I mean by being an “eclectic value investor with a slight touch of dogmatism.” It’s a comprehensive look at our investment philosophy and approach....

The AI Revolution – Ep 228

The discussion of AI quickly falls into a domain bordering on Sci-Fi. My thoughts here are only marginally shaped by scientific facts. If you look at technological progress over the centuries through the lens of productivity, the improvement was tiny,...