Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
Nobody Knows Anything
Manage episode 342163137 series 2426951
Does anyone who makes predictions in the financial news media know anything? Lots of headlines are making predictions so why not add some perspective from past bear markets (and bull markets) where many things’ people say never came true. Why investors make bad decisions due to news. How investors opt to stay in cash even as markets firm up. We’ll go through some past predictions to see how the mood sways at different points in cycles.
What the financial media is saying
New estimates and predictions are taking a bearish tone
Reading prior headlines from several periods show predictions aren’t worth that much
Why investors tend to shy away from markets even when things are cheaper
How analyst estimates can be wrong while the market focuses on the forward PE ratio
Mentioned in this Episode:
Why hedging is the answer for investors https://podcasts.apple.com/us/podcast/why-hedging-is-the-answer-for-portfolios-can-hedgers/id1432836154?i=1000578323267
Is the strong us dollar a problem? https://podcasts.apple.com/us/podcast/is-the-strong-us-dollar-a-problem/id1432836154?i=1000571388439
Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr
Contact Derek derek.moore@zegafinancial.com
268 tập
Manage episode 342163137 series 2426951
Does anyone who makes predictions in the financial news media know anything? Lots of headlines are making predictions so why not add some perspective from past bear markets (and bull markets) where many things’ people say never came true. Why investors make bad decisions due to news. How investors opt to stay in cash even as markets firm up. We’ll go through some past predictions to see how the mood sways at different points in cycles.
What the financial media is saying
New estimates and predictions are taking a bearish tone
Reading prior headlines from several periods show predictions aren’t worth that much
Why investors tend to shy away from markets even when things are cheaper
How analyst estimates can be wrong while the market focuses on the forward PE ratio
Mentioned in this Episode:
Why hedging is the answer for investors https://podcasts.apple.com/us/podcast/why-hedging-is-the-answer-for-portfolios-can-hedgers/id1432836154?i=1000578323267
Is the strong us dollar a problem? https://podcasts.apple.com/us/podcast/is-the-strong-us-dollar-a-problem/id1432836154?i=1000571388439
Derek Moore’s book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547/ref=sr_1_1?keywords=broken+pie+chart&qid=1558722226&s=books&sr=1-1-catcorr
Contact Derek derek.moore@zegafinancial.com
268 tập
Tất cả các tập
×Chào mừng bạn đến với Player FM!
Player FM đang quét trang web để tìm các podcast chất lượng cao cho bạn thưởng thức ngay bây giờ. Đây là ứng dụng podcast tốt nhất và hoạt động trên Android, iPhone và web. Đăng ký để đồng bộ các theo dõi trên tất cả thiết bị.