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Podcast: The Meb Faber Show - Better Investing
Episode: #192 - Tim Hayes - The Base Case Is We’re Still In The Same Secular Bull Market That We’ve Been In Since 2009
Description: 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.Meb 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’s in the same secular bull market it’s been in since 2009. He also notes that there is a risk to the bond market and...