Money For the Rest of Us
Money For the Rest of Us
J. David Stein
Are We Being Forced to Buy Stocks
24 minutes Posted Sep 23, 2020 at 9:00 am.
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Show notes

How ultra-low interest rates support higher stock market valuations but also make the investment environment more challenging. Is there a stock market bubble?

Topics covered include:

  • How expensive are stocks on an absolute basis and relative to bonds
  • What are examples of individual investor enthusiasm for stocks
  • Why stock valuations and prices increase when interest rates fall
  • Why lower interest rates make it more difficult for central banks to support stocks during a downturn
  • Why TIPs might be a better choice for a long-term bond allocation
  • Why deglobalization is a reason to increase the geographic diversification of stock portfolios
  • How investors can make invest decisions without having an informational edge

Thanks to Masterworks and Policygenius for sponsoring the episode.

For show notes and more information on this episode click here.