#241 - Doug Ramsey, The Leuthold Group - By Our Interpretation, We’re There, I Do Think It’s Time To Be Rotating Away From Large Cap Growth
In episode 241 we welcome our guest, Doug Ramsey, Chief Investment Officer of The Leuthold Group. In today’s episode, we’re talking markets.
We jump right in with a walk through of Leuthold’s sober 10-year market forecast. We talk about valuation spreads between growth and value, and Leuthold’s thinking about how to be positioned based on takeaways from their research.
We get into thoughts on the US dollar, commodities, the opportunity in foreign markets, and the fallout in earnings power from the recent downturn.
All this and more in episode 241 with Doug Ramsey.
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