Intro

This chapter explores the surprising strength of the stock market despite pandemic-related hurdles, focusing on the effects of low interest rates and increased money supply on asset valuations. The speakers also consider the future of emerging markets, commodities, and strategic portfolio positioning in the current economic climate.

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Episode notes

On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet.

IN THIS EPISODE, YOU’LL LEARN:

Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for
Why commodities are priced to perform well
Why there is an opportunity in emerging markets
How to estimate the correct discount rate
Ask The Investors: How should I position myself given the current market conditions?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Our last current market condition episode where Stig pitched Bank of America
Our interview with Annie Duke about resulting.
Stig’s pitch on Spotify
Check out our 20 Best Finance Podcasts in 2021

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Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
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Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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GET IN TOUCH WITH STIG AND TREY

Stig: Twitter | LinkedIn
Trey: Twitter | LinkedIn

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