Podcast: Are We in a Stock Market Bubble?

by Charles Sizemore | November 1, 2013 1:47 pm

Listen to Charles discuss the outlook for inflation[1] — 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.

Related Reading

Reeves: “Why This Market High is Different[2]”

Gayed: “The Mother of All Fed Surprises[3]“

  1. Listen to Charles discuss the outlook for inflation: https://soundcloud.com/charles-sizemore/straighttalkpart2-3
  2. Why This Market High is Different: http://www.marketwatch.com/story/why-this-new-market-high-is-different-2013-10-31
  3. The Mother of All Fed Surprises: http://www.marketwatch.com/story/the-mother-of-all-surprises-2013-10-28

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