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MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

Macro Voices

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What's the Opportunity in the Gold Market?

Jesse: Gold is significantly undervalued, that we could easily break out to new hides on the gold price. Jessie: The relative p e ratio of value stocks to grow stocks has never been more skewed in favor of value than it is today. She says investors still aren't buying into this inflation thesis because they're so loaded with growth stocks who have benefited from disinflation for 15 years now. jessie: I think for investors to a the key takeaway is probably trying to reduce exposure to the biggest, most popular names in the stock market.

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