What's Not Priced In

About What's Not Priced In

If it's in the news, it's in the price. By the time an idea hits the front page, the smart money has moved on. For savvy investors, the best story is the unreported story. It’s the ideas yet to be fully discounted by the markets that matter. Join Fat Tail Investment Research's Greg Canavan and Kiryll Prakapenka as they look beyond the headlines and investigate what the market hasn't yet priced in. That's where the best opportunities lie. For more investment insights, check out Fat Tail Investment Research at fattail.com.au.

Publisher

Greg Canavan, Fat Tail Investment Research

Category

business · news

Language

en

Explicit

No

First episode

26 May 2023

Latest episode

9 Feb 2024

Latest episodes

35 episodes in the feed.

1. 

   9 Feb 2024

   Looking for Value on the ASX: Domino's, Cettire, Nick Scali, Commonwealth Bank, Carsales

   To learn about Greg's premium service Fat Tail Investment Advisory (https://fattail.com.au/publication/sms/) go here (https://fattail.com.au/publication/sms/). For more free research, check out Money Morning Australia (https://www.moneymorning.com.au/). Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch (https://www.youtube.com/@FatTailInvestmentResearch) All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice. Financial Services Guide Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/ (https://my.captivate.fm/fattail.com.au/financial-services-guide/). If you do not understand anything in it, or require more information, please feel free to contact us here (https://fattail.com.au/contact).

2. 

   1 Feb 2024

   Stock Markets Hit Record Highs But Is a Correction Coming?

   In his last appearance on What's Not Priced In, Greg Canavan discussed the Santa rally. Festivities have since dragged into the new year. At the start of December, Greg said this: ‘Everything is about probability. And I think the probability of the Fed or the Reserve Bank pulling off a soft landing when you’ve hiked rates so sharply is quite low. Betting on this rally to continue is a low-probability event.’ But the rally continued. Earlier this week, both the S&P 500 and our ASX 200 hit new all-time highs. What gives? And does Greg still think the rally continuing is a low-probability event? Yes. And this episode is all about why. Other topics discussed: - Why US and ASX stocks are rallying - Does the rally make sense? - Investor sentiment is greedy and bullish - Quality ASX stocks are trading at expensive forward multiples - Why Domino’s Pizza is a warning for investors - Struggling Aussie consumers belie ASX 200’s rally - Boring stocks versus hype stocks - Reading recommendations: Munger, Marks, Lynch

3. 

   18 Jan 2024

   Does the Uranium Rally Have Legs | Talking Lithium, Uranium, Iron Ore with Geologist James Cooper

   2024 could be a crucial year for commodities. So thinks Fat Tail's resident commodities guru James Cooper. And he outlined several reasons why. US election. China stimulus. Rate cuts. Falling US dollar. Rising India. Any of these events can ignite commodities in 2024. James joined Kiryll Prakapenka on this week’s episode of What’s Not Priced In to talk why he’s upbeat about commodities this year. And, yes, we didn’t waste the opportunity to ask James about uranium’s rally. And lithium’s collapse. And iron ore’s dip. Suffice to say, we covered a lot of ground. But the big topics were: Why James thinks 2024 could be a crucial year for commodities James’s prescient call about lithium in November 2022 – lithium is a ‘one-hit wonder’ Have lithium stocks bottomed or more pain to come? Green energy transition stocks – not just lithium – are struggling … but for how long? Does the uranium rally have legs? Commodities to watch with true scarcity factors To learn about Greg's premium service Fat Tail Investment Advisory (https://fattail.com.au/publication/sms/) go here (https://fattail.com.au/publication/sms/). For more free research, check out Money Morning Australia (https://www.moneymorning.com.au/). Check out our YouTube Channel https://www.youtube.com/@FatTailInvestmentResearch (https://www.youtube.com/@FatTailInvestmentResearch) All content is © Fat Tail Investment Research Pty Ltd All Rights Reserved. We provide general financial product advice only. The advice published by Fat Tail Investment Research has been prepared without taking into account your objectives, financial situations or needs. Before acting on our recommendations, you should consider their appropriateness to your specific investment objectives, financial situation and needs. If you are uncertain as to what your objectives and needs are, you should contact a financial adviser or stockbroker who is licensed to provide you with personal financial product advice. Financial Services Guide Please keep this guide for future reference. A copy is available from us on request or can be downloaded from our website at fattail.com.au/financial-services-guide/ (https://my.captivate.fm/fattail.com.au/financial-services-guide/). If you do not understand anything in it, or require more information, please feel free to contact us here (https://fattail.com.au/contact).

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Spotify

5.0 / 5

4 ratings

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