Are We Being Forced to Buy Stocks

How ultra-low interest rates support higher stock market valuations but also make the investment environment more challenging. Is there a stock market bubble?

Topics covered include:

• How expensive are stocks on an absolute basis and relative to bonds
• What are examples of individual investor enthusiasm for stocks
• Why stock valuations and prices increase when interest rates fall
• Why lower interest rates make it more difficult for central banks to support stocks during a downturn
• Why TIPs might be a better choice for a long-term bond allocation
• Why deglobalization is a reason to increase the geographic diversification of stock portfolios
• How investors can make invest decisions without having an informational edge

Thanks to Masterworks and Policygenius for sponsoring the episode.

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