How ultra-low interest rates support higher stock market valuations but also make the investment environment more challenging. Is there a stock market bubble?Topics covered include:How expensive are stocks on an absolute basis and relative to bondsWhat are examples of individual investor enthusiasm for stocksWhy stock valuations and prices increase when interest rates fallWhy lower interest rates make it more difficult for central banks to support stocks during a downturnWhy TIPs might be a better choice for a long-term bond allocationWhy deglobalization is a reason to increase the geographic diversification of stock portfoliosHow investors can make invest decisions without having an informational edgeThanks to Masterworks and Policygenius for sponsoring the episode.For show notes and more information on this episode click here.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related