Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe 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.
Player FM - Podcast App
Go offline with the Player FM app!

Rayliant's Wool: Outrageous valuations project to lower future equity gains

1:00:44
 
Share
 

Manage episode 508056365 series 30363
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe 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.

Phillip Wool, chief research officer and lead portfolio manager, Rayliant Global Advisors, says "there are places where valuations are so stretched I find it hard to explain," but he notes that is more in certain sectors and certain themes, but he says the global economy is in a good place, which makes him optimistic about the future for stocks, just cautious about how much investors should set expectations. He notes that when valuations get this stretched, future returns tend to be muted. He also discusses why he believes there is still time for investors who have missed the foreign stock rally this year to get involved. "This is not something that has played out," he said, "there's still room for this international outperformance to continue."

Ryan Jacob, chief investment officer of the Jacob Funds — who was the first portfolio manager of an Internet fund when they first emerged in the 1990s — talks stocks in the Market Call, but also focuses on the similarities between the artificial intelligence boom that's powering the markets today and the Internet bubble that ended so badly with a market crash in 2000.

Plus, Chuck remembers longtime Wall Street Journal columnist and personal finance educator Jonathan Clements of HumbleDollar.com, who passed away over the weekend after a battle with lung cancer. Clements — a long-time contemporary of Chuck's in the personal finance journalism world — was last on the show one year ago today, discussing his diagnosis and leaving behind lasting lessons.

  continue reading

2031 episodes

Artwork
iconShare
 
Manage episode 508056365 series 30363
Content provided by Money Life with Chuck Jaffe and Chuck Jaffe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Money Life with Chuck Jaffe and Chuck Jaffe 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.

Phillip Wool, chief research officer and lead portfolio manager, Rayliant Global Advisors, says "there are places where valuations are so stretched I find it hard to explain," but he notes that is more in certain sectors and certain themes, but he says the global economy is in a good place, which makes him optimistic about the future for stocks, just cautious about how much investors should set expectations. He notes that when valuations get this stretched, future returns tend to be muted. He also discusses why he believes there is still time for investors who have missed the foreign stock rally this year to get involved. "This is not something that has played out," he said, "there's still room for this international outperformance to continue."

Ryan Jacob, chief investment officer of the Jacob Funds — who was the first portfolio manager of an Internet fund when they first emerged in the 1990s — talks stocks in the Market Call, but also focuses on the similarities between the artificial intelligence boom that's powering the markets today and the Internet bubble that ended so badly with a market crash in 2000.

Plus, Chuck remembers longtime Wall Street Journal columnist and personal finance educator Jonathan Clements of HumbleDollar.com, who passed away over the weekend after a battle with lung cancer. Clements — a long-time contemporary of Chuck's in the personal finance journalism world — was last on the show one year ago today, discussing his diagnosis and leaving behind lasting lessons.

  continue reading

2031 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play