by Charles Sizemore | November 1, 2013 1:47 pm
Listen to Charles discuss the outlook for inflation — using Japan as an example — and whether we’re in a stock market bubble with Mike Robertson on Straight Talk Money.
Charles and Mike consider arguments from InvestorPlace‘s Jeff Reeves and Pension Partners’ Michael Gayed.
In a nutshell, Reeves argues that the metrics used to gauge the market’s valuation are dated and that too much emphasis is given to returns data that is too old to be useful. Jeff also pokes holes in the belief that we are “due” for a correction of 10% or more. Gayed counters that defensive sectors are leading — which is typical of the late stages of a bull market — and that more cyclical asset classes, such as small-cap equities, have struggled to make new highs.
Reeves: “Why This Market High is Different”
Gayed: “The Mother of All Fed Surprises“
Source URL: http://investorplace.com/2013/11/podcast-stock-market-bubble/
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