Distortions, cyclical investing and understanding the channels of money | Allen Sukholitsky
In Episode 42, Alex Proimos speaks with Allen Sukholitsky, chief macro strategist at Xallarap Advisory.
All views expressed on this podcast are subject to change and do not necessarily reflect the views of Conexus Financial. This podcast is for educational purposes only and should not be relied upon as investment advice.
This episode discusses the disconnect between the economy and the equity markets, the changing relationship between valuations and future returns, the importance of tactical allocations in this environment, determining market expectations, finding diversification in a world driven by central bank policy, and commodities as a hedge against systemic risk.