May 31, 2020
Simon discusses the disconnect between the economy and the market and how, while the bear case is easy to make, the possibility that this market advance has legs is rarely talked about. He offers some rationale for this being more than a head fake even as we should expect continued volatility. Simon also thinks about...
May 27, 2020
David spends time discussing the current economic environment, what the prospects for inflation or deflation look like, and where we see things going from here.
May 24, 2020
While the economy reels the market rolls. What's it responding to, can it keep going? On this week's show we explore why the rally can continue and how you can participate without chasing the most risk.
May 20, 2020
A common question today is: why does the market seem so disconnected from the economy? On today's show, we look at why that is, what a timeline and some light at the end of the tunnel means for stocks today. While the threat isn't resolved yet, this is the argument for why markets can continue higher from here.
May 18, 2020
Simon discusses how investors continue to equate the economy with the stock market despite the reality that they are often not in synch. Virus response success, for example, has not correlated well with stock market performance. Simon also looks at the often proclaimed death of value investing and how investors still...