INVESTOR IN THE FAMILY Radio
INVESTOR IN THE FAMILY Radio

126 Chris DeMuth - What To Do When Markets Are Fully Priced

January 17, 20175 min
Chris DeMuth is one of 25 Seeking Alpha Contributors participating in the 2017 DIY Investing Summit. In the summit, one of the questions I asked Chris was what would be the main points of a "State of the Markets" speech to DIY investors. Below is an excerpt from the interview and a summary of his response. Chris's "State of the Markets..." Markets are fully priced Overall market cap is 1.25x of GDP Markets historically don't do well at these levels We also have a bursting bond bubble Credit is tightening What we "think we know" about stocks may be changing due to shifts in the bond market This bull market will suck everyone in before it's done A dramatic environment does not warrant a dramatic response Be sure to always underpay Look for individual situations where people are panicking and not paying attention Would be in cash if there are no compelling ideas This is just a small excerpt of what's covered in the interview. The interview if full of detailed tips on Chris's core invest

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