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EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management
Manage episode 316101376 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter? With U.S. equity markets so overvalued currently – if you believe traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.
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Manage episode 316101376 series 2893376
Content provided by Geremy van Arkel, CFA® and Geremy van Arkel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Geremy van Arkel, CFA® and Geremy van Arkel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent. However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter? With U.S. equity markets so overvalued currently – if you believe traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.
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Similar to Deconstructing Alpha
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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