Dollar Moves, Commodities, and International Returns

Travis Koldus runs The Contrarian and shares why he looks forward to price discovery (0:45). Mispricings in stocks (5:20). REITs and interest rates (8:50). S&P 500 P/E ratio, Japan, and other macro points (13:40). Price to sales, keeping metrics in context (28:20). Most contrarian take (35:50).

Episode Transcripts

Show Notes:
KCI Research On REITs, Dividends And Contrarian Investing
Apple: Cheapest Valuation In A Decade
Realty Income Shares Have Gone Nowhere For 7 Plus Years

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