The Asset Allocator: Investment Decision-Making In An ‘Ev...

What this episode covers

The Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues that discounted cash flows and other tools of fundamental analysis are compromised when the so-called risk-free rate of money has been openly distorted for so long, and why other factors are worthy of consideration. It also suggests that investors always be prepared for risk-off scenarios.Learn more about your ad choices. Visit megaphone.fm/adchoices

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 7 minutes long.

When was this SA For FAs episode published?

This episode was published on May 4, 2021.

What is this episode about?

The Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues that discounted cash flows and other tools of fundamental analysis are...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.