If you believe the global economy is doing great and stocks are cheap, this podcast is not for you. But if you believe that stocks are expensive, and that a global economic time bomb is ticking because of unprecedented intervention by governments and central banks, then listen away. Although this podcast was "written" in 2016, its major points, especially about geopolitical risk, inflation and deflation, and valuation, are even more relevant today.
You can read this article online at: https://contrarianedge.com/how-investors-should-deal-with-the-overwhelming-problem-of-understanding-the-world-economy/
How Investors Should Deal With The Overwhelming Problem Of Understanding The World Economy - Ep 99