Markets disconnect from reality: what comes next?
Stock markets have disconnected from fundamentals (and reality). The economic fundamentals are almost as bad as they have ever been. Stock market valuations are as expensive as they have ever been. But that hasn't concerned markets for the past six weeks and, to be frank, it doesn't look like concerning markets any time soon. We discuss pertinent questions such as why has the market risen and what could bring the market back to reality
*Please note, this aired yesterday at noon, prior to the drop in markets
Join Nucleus Wealth's Head of Investments Damien Klassen, Chief Strategist David Llewellyn Smith, and Head of Operations Tim Fuller investigate "Markets disconnect from reality: what comes next?"
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Damien runs asset allocation and global stock portfolios for Nucleus Super, Nucleus Ethical and Nucleus Wealth. His 25 year+ career includes Global Quant at Schroders, Strategy at Wilson HTM & co-founder of Aegis.