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Content provided by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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What’s Not Priced In EP5: ASX Correction, Liquidity, Rate Cycle Lessons

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Manage episode 366874455 series 3479196
Content provided by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recent profit downgrades suggest an ASX market correction is imminent. Forward orders are signaling a slowdown in business conditions. A prominent magazine cover serves as contrarian indicator inflation peak is already priced in. Why the stock market usually rises during a rate hiking cycle … and why it falls when the cycle eases. And a ‘nerdy’ liquidity equation explains why US stocks are still on a bullish run … despite everything.

To learn about Greg's premium service Fat Tail Investment Advisory go here.

For more free research, check out Money Morning Australia.

Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch

Greg Canavan, Editorial Director - Fat Tail Investment Research

Kiryll Prakapenka, Analyst - Fat Tail Investment Research

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.

Financial Services Guide

Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.

  continue reading

35 episodes

Artwork
iconShare
 
Manage episode 366874455 series 3479196
Content provided by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Greg Canavan, Fat Tail Investment Research, Greg Canavan, and Fat Tail Investment Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Recent profit downgrades suggest an ASX market correction is imminent. Forward orders are signaling a slowdown in business conditions. A prominent magazine cover serves as contrarian indicator inflation peak is already priced in. Why the stock market usually rises during a rate hiking cycle … and why it falls when the cycle eases. And a ‘nerdy’ liquidity equation explains why US stocks are still on a bullish run … despite everything.

To learn about Greg's premium service Fat Tail Investment Advisory go here.

For more free research, check out Money Morning Australia.

Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch

Greg Canavan, Editorial Director - Fat Tail Investment Research

Kiryll Prakapenka, Analyst - Fat Tail Investment Research

All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.

We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.

Financial Services Guide

Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.

  continue reading

35 episodes

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