Can the economy justify a red-hot sharemarket? 

The burning question for all investors is whether the global market is running ahead of itself? 

The burning question for all investors is whether the global market is running ahead of itself? 

Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.

In today's show, we cover:
The growing gap between GDP and market returns 
Could inflation fall from here
Emerging value on the ASX
The bear case for bank stocks 

The burning question for all investors is whether the global market is running&nbsp;ahead of itself?&nbsp;
Tim Toohey, head of macro strategy for Yarra Capital Management, joins Associate Editor, James Kirby in this episode.
In today's show, we cover:
<ul>
<li>The growing gap between GDP and market returns&nbsp;</li>
<li>Could inflation fall from here</li>
<li>Emerging value on the ASX</li>
<li>The bear case for bank stocks&nbsp; </li>
</ul>

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.

Can the economy justify a red-hot sharemarket? 

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/92aebf50-a0d7-472e-a6a4-b482006b3849/transcript