Economics mini-series Episode 4: Does Economics help you to invest?


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By Low Rates High Returns, Pete Wargent, and Stephen Moriarty. 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.
It's widely assumed that there is a close connection between the stock market and the broader economy. It sort of makes sense, right? After all, both deal with money! In this episode, Pete and Steve discuss whether there actually is a correlation between economic growth and stock market returns, and they question whether economic growth actually does assist investors in delivering superior investment returns. Listen to this week's episode and understand why the CAPE and earnings yield remain the critical variables in delivering stock market returns, and the logic of why economic growth is not highly informative to your portfolio returns. Thanks for listening! Download a free chapter from our book ’Low Rates, High Returns’ Pete Wargent Stephen Moriarty

40 episodes