Will Santa save investors this year?

10 December, 2021

In today’s Exponential Investor

  • What does tech’s weakness tell us?
  • Is Jeremy Grantham right about the bubble?
  • Crypto – safe haven or correlated asset?

Sadly, Sam was ill this week for the recording of the podcast, but luckily Boaz was happy to make a special appearance.

Together we wondered whether markets were set up for a “Santa Rally” this year: that is to say, for a phenomenon where markets rally into year end, as the festive mood lifts spirits. It’s almost a self-fulfilling prophecy … but not a certainty.

We also discuss what the big losses in tech stocks means, and whether crypto can detach itself from the speculative aura which currently envelops it.

As always with Boaz, it’s a great conversation with plenty of great insights.

I hope you enjoy it…

Kit Winder
Exponential Investor

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