Thoughtful Money with Adam Taggart cover image

US Stocks Too Richly Valued For Their Risk | John Pease, GMO

Thoughtful Money with Adam Taggart

00:00

Navigating Economic Shifts and Investment Strategies

This chapter examines the transition from an overheated economy to a slowdown in both the global and US markets, emphasizing the balance in labor supply and demand. It offers insights on recession risks and investment strategies, highlighting the importance of focusing on high-quality companies and deep value stocks to enhance long-term performance amidst economic uncertainties.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app