Can the economy justify a red-hot sharemarket?
The burning question for all investors is whether the global market is running ahead of itself?
Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The growing gap between GDP and market returns
Could inflation fall from here
Emerging value on the ASX
The bear case for bank stocks
See omnystudio.com/listener for privacy information.
Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
The growing gap between GDP and market returns
Could inflation fall from here
Emerging value on the ASX
The bear case for bank stocks
See omnystudio.com/listener for privacy information.
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