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Lamensdorf: The indexes have appreciated, but many stocks haven't

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Manage episode 306616449 series 30363
Contenuto fornito da Money Life with Chuck Jaffe and Chuck Jaffe. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Money Life with Chuck Jaffe and Chuck Jaffe o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF, says that while the market is at record levels, valuations are not so high that it's particularly easy to find shorts. In the Market Call segment, Lamensdorf discusses how it's a stockpicker's market, both for long investors and short-sellers, with rising indexes having masked a lot of individual opportunities. Also on the show, Mark Hamrick, Washington bureau chief at Bankrate.com talks about implications from last week's economic reports, emerging markets and international fund manager Tunde Ojo from Harding Loevner discusses China and other foreign markets now, and Kyle Guske of New Constructs puts the Danger Zone spotlight back on EventBrite, the concert promoter that he says is wildly overvalued.

  continue reading

1848 episodi

Artwork
iconCondividi
 
Manage episode 306616449 series 30363
Contenuto fornito da Money Life with Chuck Jaffe and Chuck Jaffe. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Money Life with Chuck Jaffe and Chuck Jaffe o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Brad Lamensdorf, editor of the Lamensdorf Market-Timing Report and manager of the Ranger Equity Bear ETF, says that while the market is at record levels, valuations are not so high that it's particularly easy to find shorts. In the Market Call segment, Lamensdorf discusses how it's a stockpicker's market, both for long investors and short-sellers, with rising indexes having masked a lot of individual opportunities. Also on the show, Mark Hamrick, Washington bureau chief at Bankrate.com talks about implications from last week's economic reports, emerging markets and international fund manager Tunde Ojo from Harding Loevner discusses China and other foreign markets now, and Kyle Guske of New Constructs puts the Danger Zone spotlight back on EventBrite, the concert promoter that he says is wildly overvalued.

  continue reading

1848 episodi

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