What's Driving the Stock Market?

from Avenue Insights · host Avenue Investment Management

About Avenue Investment Management: Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it. The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

Episode metadata supplied by the publisher feed · Published May 22, 2020

Embed this episode

Attribution link and audio player

What this episode covers

Bryden Teich and Bill Harris discuss the partial recovery in the stock market during May and what has been driving the recent moves. They also discuss why the stock market and the underlying economy have diverged and highlight some of the fiscal and monetary policy responses that are causing this divergence. Bill and Bryden also discuss the debate between Value vs. Growth investing in light of the current market environment.