The Meb Faber Show: “Que Nguyen, Research Affiliates –Walking the Tightrope: High Valuations in an Inflationary Landscape”
The Meb Faber Show: “Que Nguyen, Research Affiliates –Walking the Tightrope: High Valuations in an Inflationary Landscape”
Today’s guest today is Que Nguyen, the CIO of Equity Strategies at Research Affiliates. In today’s episode, she shares why stretched valuations along with a rise in interest rates and inflation may create a tinderbox for investors.
But not everything is gloomy – she’s sure to share some areas she sees opportunity in the U.S. market today. We also discuss the ‘Magnificent Seven,’ fundamental indexing, and where she sees the dollar going from here.
Today’s episode is sponsored by Vinovest. Vinovest is a wine and whiskey investing platform democratizing access to these ‘liquid’ assets. With more than 150,000 registered users, Vinovest has made it easier than ever to buy, sell, and store high-performing wine and whiskey. Join today at join.vinovest.co/meb
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