Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers

EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management

December 30, 2021 Geremy van Arkel, CFA® and Shannen Carroll Season 1 Episode 12
Deconstructing Alpha - Unscripted Interviews with Time-Tested Investment Managers
EP 12: Do Valuations Matter? - Gary Miller, CFA - Founder of Frontier Asset Management
Show Notes

This year, we reported on the current themes of why interest rates are so low, what is going on in China, and whether inflation is transitory or persistent.  However, we have saved one of the biggest issues for last to help prepare you for 2022 – Do Valuations Matter?  With U.S. equity markets so overvalued currently  – if you believe  traditional valuation metrics – we thought it would be prudent to check in with Frontier’s very own Founder Gary Miller, CFA.  

 

Put in your earbuds. This might be our most important podcast episode of the year.