J.P. Morgan's Dr. David Kelly on Why He Believes Foreign Stocks Are Attractive, Inflation Will Subside, & The Debt Ceiling is a "Doomsday Machine" | #463
The Meb Faber Show - Better Investing
What's Your Favorite Indicator for When to Invest?
Dr. Kelly: I feel like this younger generation, for better or for worse, is interested and more open about it. Consumer sentiment index shows that when you see a trough in sentiment, returns over the next year are excellent. Pessimism and optimism always swing through extremes. If you can latch on to one of those extremes and bet the opposite way, that generally works pretty well.
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