“A Greenlight for Risk Assets”

Published on
January 8th, 2020
Duration
42 minutes


“A Greenlight for Risk Assets”

Investment Ideas ·
Featuring Stephen Auth

Published on: January 8th, 2020 • Duration: 42 minutes

Stephen Auth, chief investment officer of Federated Investors and author of "The Missionary of Wall Street," sits down with Real Vision’s Ed Harrison to explain why he's still bullish on stocks. He estimates that, with low interest rates and high corporate earnings, the S&P 500 still has room to run, with particular opportunities in energy and healthcare. Auth argues, in a secular bull market, a drawdown is a signal to buy rather than sell. Other topics include: inflation, ISM manufacturing data, and the importance of spirituality. Filmed on December 19, 2019, in New York.

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