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

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Manage episode 286135067 series 2660668
Content provided by Low Rates High Returns, Pete Wargent, and Stephen Moriarty. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Low Rates High Returns, Pete Wargent, and Stephen Moriarty 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.
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’www.lowrateshighreturns.com/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

Hosted on Acast. See acast.com/privacy for more information.

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71 episodes

Artwork
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Manage episode 286135067 series 2660668
Content provided by Low Rates High Returns, Pete Wargent, and Stephen Moriarty. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Low Rates High Returns, Pete Wargent, and Stephen Moriarty 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.
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’www.lowrateshighreturns.com/podcastPete Wargentwww.petewargent.com/www.linkedin.com/in/pete-wargent-37228322/Stephen Moriartytwitter.com/SGM63

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

71 episodes

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