Podcast: Are We in a Stock Market Bubble?

By The Sizemore Letter

Listen to Charles discuss the outlook for inflation–using Japan as an example–and whether or not we’re in a stock market bubble with Mike Robertson on Straight Talk Money.

Charles and Mike consider arguments from InvestorPlace’s Jeff Reeves and Pension Partners’ Michael Gayed.

Related reading:

Reeves: “Why This Market High is Different

Gayed: “The Mother of All Fed Surprises

In a nutshell, Reeves argues that the metrics used to gauge the market’s valuation are dated and that too much emphasis is given to returns data that is too old to be useful. ¬†Jeff also pokes holes in the belief that we are “due” for a correction of 10% or more. ¬†Gayed counters that defensive sectors are leading–which is typical of the late stages of a bull market–and that more cyclical asset classes, such as small-cap equities, have struggled to make new highs.

This article first appeared on Sizemore Insights as Podcast: Are We in a Stock Market Bubble?

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