Stock Market News - All Weather Investing Situation and Outlook
In today's stock market news we will give a long-term perspective on the market and economy from the All-weather investment concept developed by Ray Dalio.
All weather has 4 seasons but we might have to add another one.
The 4 economic environments according to the all-weather theory are:
- an economy growing faster than expected
- an economy growing slower than expected
- inflation above expectations and
- Inflation below expectations
I would argue that we are in an environment with both inflation above and below expectations while the economy is definitely below expectations.
The fifth all-weather environment discussed is the huge monetary and fiscal stimulus that should be the most important news when it comes to investing but is rather taken as a given. The repercussions of the situation will be felt for a long time and therefore we have to carefully watch our investments and options from a value and risk perspective in the environment.
00:00 Stock market news
01:48 All weather investing
02:40 Market today
04:23 Higher inflation
06:58 Lower inflation
08:04 Deflation
09:18 Economy is bad
09:46 Stimulus
10:44 Investment outlook
13:45 Investment solution
Are you a sophisticated investor looking for in depth, independent stock analyses for investing ideas?Here is my independent stock market analysis and research! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)
https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course - a comprehensive guide to investing discussing all that matters: https://sven-carlin-research-platform.teachable.com/p/stock-market-investing
I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t
Check my website to hear more about me, read my analyses and about OUR charity. (YouTube ad money is donated)
www.svencarlin.com
Listen to Modern Value Investing Podcast:
https://svencarlin.com/podcasts/
#stockmarketnews #news #allweather
Видео Stock Market News - All Weather Investing Situation and Outlook канала Value Investing with Sven Carlin, Ph.D.
All weather has 4 seasons but we might have to add another one.
The 4 economic environments according to the all-weather theory are:
- an economy growing faster than expected
- an economy growing slower than expected
- inflation above expectations and
- Inflation below expectations
I would argue that we are in an environment with both inflation above and below expectations while the economy is definitely below expectations.
The fifth all-weather environment discussed is the huge monetary and fiscal stimulus that should be the most important news when it comes to investing but is rather taken as a given. The repercussions of the situation will be felt for a long time and therefore we have to carefully watch our investments and options from a value and risk perspective in the environment.
00:00 Stock market news
01:48 All weather investing
02:40 Market today
04:23 Higher inflation
06:58 Lower inflation
08:04 Deflation
09:18 Economy is bad
09:46 Stimulus
10:44 Investment outlook
13:45 Investment solution
Are you a sophisticated investor looking for in depth, independent stock analyses for investing ideas?Here is my independent stock market analysis and research! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio)
https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform
Are you an investor that is just starting? Sign up for the FREE Stock Market Investing Course - a comprehensive guide to investing discussing all that matters: https://sven-carlin-research-platform.teachable.com/p/stock-market-investing
I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t
Check my website to hear more about me, read my analyses and about OUR charity. (YouTube ad money is donated)
www.svencarlin.com
Listen to Modern Value Investing Podcast:
https://svencarlin.com/podcasts/
#stockmarketnews #news #allweather
Видео Stock Market News - All Weather Investing Situation and Outlook канала Value Investing with Sven Carlin, Ph.D.
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21 августа 2020 г. 18:00:26
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