It's the stock market, not the economy, stupid

 

Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:

  • Why markets are not reflecting the economic impact of COVID.

  • What other unintended consequences are the Fed’s efforts to stimulate the US economy having?

  • Persistent negative real (after inflation) bond rates have not been seen the Seventies - does this presage a new and different monetary and currency regime in the future?

  • Growth stocks seem to have benefitted from lower interest rates as well as operational leverage but where does that leave unloved value stocks and traditional industrial companies if there is indeed change in the air?

 
Jonathan Ramsay