38:31

EssentialInvestment Ideas

Expensive But Not Overvalued

Featuring Michael Kantrowitz

Jan 23, 2020 • 38 minutes

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Essential

Investment Ideas

Expensive But Not Overvalued

Michael Kantrowitz, chief investment strategist at Cornerstone Macro, returns to Real Vision to articulate his stock market outlook for 2020.

Featuring Michael Kantrowitz

Jan 23, 2020 • 38 minutes

Michael Kantrowitz, chief investment strategist at Cornerstone Macro, returns to Real Vision to articulate his stock market outlook for 2020. Noting ultra-low interest rates, narrow credit spreads, and a record-low level of cyclicality in the S&P 500, Kantrowitz argues that while the stock market is certainly expensive, it may not necessarily be overvalued. He recommends a balanced approach that favors value stocks over growth, cyclical over non-cyclical, and domestic over foreign. Filmed on January 21, 2020 in New York. Show More

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

More Episodes

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