Podcasts Business Investing The Meb Faber Show Tim Hayes - The Base Case Is Were Still In The Same Secular Bull Market That Weve Been In Since 2009 | #192

Tim Hayes - The Base Case Is Were Still In The Same Secular Bull Market That Weve Been In Since 2009 | #192

Published: Dec. 11, 2019, 6 p.m.

In episode 192 we welcome our guest, Tim Hayes. Tim and Meb kick off the conversation with an overview of the data driven Ned Davis research process and how the team gains an understanding of what is going on the market.\nMeb then asks Tim to expand on his current thoughts on the market. Tim covers the potential tactical opportunity in the market and the base case for the US stock market, that it\u2019s in the same secular bull market it\u2019s been in since 2009. He also notes that there is a risk to the bond market and that it\u2019s late in the secular game.\nThe conversation then shifts to discussion about negative yielding bonds. Meb and Tim then touch on the worries Tim is seeing from institutional investors.\nAs the conversation winds down, Tim covers his belief that it is critical to be aware, and constantly watch what relationships are changing in markets to gauge what is relevant.\nAll this and more in episode 192.\nLearn more about your ad choices. Visit megaphone.fm/adchoices