Why Investors Should Not Climb the Wall of Worry in the Stock Market


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By Derek Moore. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The Wall of Worry pertains to investors always worrying as markets climb higher. So what are some of the bull and bear cases on the markets, valuations, inflation, interest rates, stocks and bonds? Jay Pestrichelli is back on the program to discuss all these and hedging strategies as alternatives.

What is the Wall of Worry for investors?

Are Bonds even worth it given such low interest rates?

Potentially better portfolio hedges than bonds

The bull and bear case for inflation

Why higher money supply has not exactly meant higher inflation

Money velocity

CAPE Ratio, Shiller PE

Are valuations high or does prior 20-year growth rate say returns can be good over next 10 years?

Being long stocks with no bonds but being hedged?

Is gold an effective hedge?

What does the President and Senate control say about future stock market returns?

Mentioned in this Episode:

Derek Moore’s book Broken Pie Chart https://amzn.to/3iKpRcx

Jay Pestrichelli’s book Buy and Hedge https://amzn.to/3lvSz2d

Video and articles mentioned on podcast at ZEGA Financial Site https://zegafinancial.com/blog

Podcast reviewing historical market performance by President and Parties https://directory.libsyn.com/episode/index/show/brokenpiechart/id/15806990

Contact Derek www.razorwealth.com

100 episodes