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Allison Schrager, Senior Fellow at the Manhattan Institute, explains the trade-off between inflation and growth for the economy. Fourth-quarter vehicle delivery numbers for Tesla and Rivian are analyzed. The outlook for Apple and Tesla is shared. The podcast also explores the impact of a post-pandemic economy on the equity market.
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Quick takeaways
- Cash is currently the preferred investment due to potential downside risks in the stock market and economic uncertainties.
- Investors should wait for a market pullback before investing in equities to take advantage of better opportunities and alleviate frothiness in valuations.
Deep dives
Cash is Still King
Cash has been the preferred investment over the past two years and is likely to remain so in the first half of this year. The potential downside risks in the stock market, such as stretched valuations and economic uncertainties, outweigh the potential upside. Money market funds have seen increased inflows, indicating a preference for safety. While market timing is challenging, cash provides a safe haven and allows investors to wait for better opportunities.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode