What's Not Priced In EP11: Markets Betting on Free Lunch

There is no such thing as a free lunch. So don’t feast if you’re not prepared to foot the bill. With the market betting on a soft landing despite high interest rates winding their way through the economy, are markets expecting a free lunch? And are they prepared for when the bill comes due?In today’s episode, we discuss the outlook for interest rates, stretched stock valuations, the significance of the low equity risk premium, US tech stocks, and moves in the energy market.What’s not priced in? The cost of lunch. To learn about Greg's premium service Fat Tail Investment Advisory go here.For more free research, check out Money Morning Australia.Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved.We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice.Financial Services GuidePlease keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/. If you do not understand anything in it, or require more information, please feel free to contact us here.