Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.
Tune in to hear Singleton’s take on inflation, sky-high valuations, and diversification. He’ll also break down the differences between long-term investing and macroeconomic investing which is more focused on shorter-term business cycles.
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00:00 Intro
06:17 The most important economic data for the market
10:32 Long-term investing vs. Macroeconomic investing
17:44 The market and inflation
26:52 US elections and the market
31:00 Are the stock market and the economy different?
38:45 Are sky-high valuations the new normal?
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