
Stock Market News - All Weather Investing Situation and Outlook
In today's stock market news we will give a long-…
Modern Value Investing with Sven Carlin · Sven Carlin
April 18, 202116m 35s
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Show Notes
In today's stock market news we will give a long-term perspective on the market and economy from the All-weather investment concept developed by Ray Dalio.
All weather has 4 seasons but we might have to add another one.
The 4 economic environments according to the all-weather theory are:
- an economy growing faster than expected
- an economy growing slower than expected
- inflation above expectations and
- Inflation below expectations
I would argue that we are in an environment with both inflation above and below expectations while the economy is definitely below expectations.
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