The Asset Allocator: International Real Estate And Commodities At A Reasonable Price

from SA For FAs · host Seeking Alpha

The Argentine conglomerate Cresud lies at the intersection of real estate and commodities, sectors that tend to do well in periods of changing inflation expectations, and its P/E is just 5. This podcast (7:47) explores why the stock seems to be especially well positioned to thrive in the current period, while raising questions about management and deeper concerns about the political and economic environment that weighs down Argentina.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Mar 23, 2021

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The Asset Allocator: International Real Estate And Commodities At A Reasonable Price

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This episode was published on March 23, 2021.

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