The Meb Faber Show - Better Investing Que Nguyen, Research Affiliates – Walking the Tightrope: High Valuations in an Inflationary Landscape | #505
Oct 25, 2023
Que Nguyen, CIO of Equity Strategies at Research Affiliates, discusses stretched valuations, rising interest rates, and inflation as potential challenges for investors. She highlights opportunities in the U.S. market and explores topics like fundamental indexing, the Magnificent Seven, and the outlook for the dollar. The podcast also covers inflation, rising interest rates' impact on different markets, retirees' portfolio allocation, and the concept of investing in quality.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Investing in the Fundamental Index
01:59 • 11min
Exploring the Possibility of High Inflation and the Resilience of the Labor Market
12:53 • 2min
The Impact of Rising Interest Rates on Different Markets
15:02 • 13min
Retiree Portfolios, Fed's Performance, and Balancing Employment and Inflation
28:30 • 6min
Investing in Quality: Evaluating Capital Discipline and Low Distress
34:25 • 9min