Dhaval Joshi, Chief Strategist of Counterpoint at BCA Research, discusses the coming impact of monetary policy on the U.S. labor market, as well as the extreme valuation premiums that U.S. stock markets have relative to non-U.S. markets.
*This video was recorded on May 20, 2024
Dhaval's last interview with me: • What Happens When ‘Biggest Housing Bu... )
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0:00) - Intro
1:00) - Market bubble
4:48) - Superstars vs. everyone else
14:00) - Long-term U.S. stocks returns
16:14) - American "exceptionalism"
22:00) - Labor market and recession
30:42) - Gold and Bitcoin
#stocks) #economy) #investing)
