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Off the Cuff: Capital Is Sloshing Recklessly Around the World

Moving prices out of whack more than anything else
Thursday, February 27, 2014, 2:38 PM
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In this week's Off the Cuff podcast, Chris and Brian discuss:

  • The Sloshing Tsunami of Global Capital
    • It's pushing prices around more than any other factor
  • Concerning Correlations
    • Markets are too correlated for their own safety righ tnow
  • The Wisdom of Playing it Safe
    • At its most valuable when it's hardest to practices
  • How The Next Market Break May Differ From 2008
    • Not enough suckers left?

 

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