Podcasts Business Investing The Meb Faber Show Doug Ramsey, The Leuthold Group - By Our Interpretation, Were There, I Do Think Its Time To Be Rotating Away From Large Cap Growth | #241

Doug Ramsey, The Leuthold Group - By Our Interpretation, Were There, I Do Think Its Time To Be Rotating Away From Large Cap Growth | #241

Published: July 29, 2020, 5 p.m.

b'In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today\\u2019s episode, we\\u2019re talking markets.\\nWe jump right in with a walk through of Leuthold\\u2019s sober 10-year market forecast. We talk about valuation spreads between growth and value, and Leuthold\\u2019s thinking about how to be positioned based on takeaways from their research.\\nWe get into thoughts on the US dollar, commodities, the opportunity in foreign markets, and the fallout in earnings power from the recent downturn.\\nAll this and more in episode 241 with Doug Ramsey.\\nLearn more about your ad choices. Visit megaphone.fm/adchoices'