In this week’s podcast, our All Cap Value portfolio manager Brian Hunsaker is filling in for Brett. He’s talking about a big question on A LOT of investor’s minds right now. Should I be getting out of stocks with indexes at or near all time highs?
Brian dives into the question with an analysis from his man-crush Warren Buffett, whose investment approach Brian models. The answer comes down to comparing stocks with the current risk-free rate of return in bonds. Brian also discusses the impact of interest rates.
Listen to how Brian thinks about current stock market prices in the podcast below.