Blowing Bubbles
#Podcast — 03.03.2021

Investment Strategy Podcast

Blowing Bubbles

The equity bull market is the longest in history. Valuations are high and even extreme.

- Why has this bull market last so long, over 10 years?   Are we now in bubble territory?

- What are the warning signs that we are reaching the top of the market cycle?

- What lessons can we learn from previous bubbles?

- Households in aggregate have more cash than usual.  Is this having an effect on financial markets?

- Are investors “greedy” at the moment?

- How can investors safeguard their investments and how can they take on more risk?