Markets disconnect from reality: what comes next?

Damien Klassen

Nucleus Wealth

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?"

Listen in podcast form here with the webinar slides to see referenced charts here

(Links are featured at the bottom right of the player if you wish to listen on your preferred platform). If you enjoy, consider subscribing on YouTube or your preferred podcast platform to ensure you don't miss future episodes 


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The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an authorised representative of Nucleus Wealth Management, a Corporate Authorised Representative of Nucleus Advice Pty Ltd - AFSL 515796.

Damien Klassen
Head of Investment
Nucleus Wealth

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.

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