Is the market recovery driven by Robinhood & Robots? With Kevin Muir (The Macro Tourist)
Are Robinhood & Robots responsible for the stockmarket recovery? Kevin Muir (The Macro Tourist) joins us today to to offer his take on the driving forces behind the recent resurgence, and a look to the potential trouble ahead if markets correct back to traditional fundamentally driven valuations.
Our question of the week: How much longer will the bubble last? Let us know in the comments below
Interested in a more bite-sized version of my take? I appeared on ABC's The Business last night to talk about what I think is driving (and what will burst) the bubble. You can watch below:
Back to this weeks webinar & podcast:
We have had a special focus in the last few weeks on the key players potentially driving the recent recovery in global markets. Today we resume focus on the theme, covering:
• The robot & retail drive behind markets
• Other drivers in the market
• What we see as being turning points or key measures in this current bubble
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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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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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.
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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.
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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.
Expertise
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