Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth | #241

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 29 July 2020

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets. We jump right in with a walk through of Leuthold’s sober 10-year market forecast. We talk about valuation spreads between growth and value, and Leuthold’s thinking about how to be positioned based on takeaways from their research. We get into thoughts on the US dollar, commodities, the opportunity in foreign markets, and the fallout in earnings power from the recent downturn. All this and more in episode 241 with Doug Ramsey. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to the Mepp Faber Show, where the focus is on helping you grow and preserve your wealth.
0:11.0	Join us as we discuss the craft of investing and
0:13.5	uncover new and profitable ideas all to help you grow wealthier and wiser.
0:17.3	Better investing starts here.
0:18.8	Meck Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:23.3	Did it industry regulations, he will not discuss any of Cambria's funds on this podcast.
0:27.1	All opinions expressed by podcast participants are solely their own opinions and do not reflect the opinion of
0:31.2	Cambria Investment Management or its affiliates.
0:33.4	For more information, visit Cambria Investments.com.
0:35.8	Welcome, podcast listeners. We got another amazing show for you today. We're
0:46.9	welcoming back our guest. He's chief investment officer of the Luthold Group.
0:50.9	Co-portfolio manager of the Luthold Core Investment Fund and the Luthold Global Fund.
0:55.8	In addition to those duties, he maintains the firm's proprietary major trend index and is the lead
1:00.4	writer for the Luthold Group's highly regarded institutional research pieces in the Green Book,
1:05.2	which is perhaps my single favorite monthly research piece out there.
1:09.5	In today's episode we're talking markets. We jump right in with a walk through Luthold's
1:13.9	10-year market forecast for stocks. We talk about valuation spreads between
1:17.8	growth and value, Luthold's thinking about how to be positioned based on
1:21.1	takeaways from their in-house research, we get into thoughts on the
1:24.0	U.S. dollar, commodities, the opportunity in foreign markets, and the fallout in earnings power from the most
1:28.8	recent drawdown. This and much more. This episode is brought to you by 10 East.
1:35.0	Long time listeners know I've invested in private markets quite a bit myself,
	...

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