Wow turns out the the sentiments amongst the major money is that they still don’t trust this market.
- 2.50: both miller who sees himself as a contrarian and hyman from an economic perspective thinks a PE expansion could be what will surprise a lot of people expecting something lukewarm
- 7.44: What bill miller likes in stocks now: Housing
- 9.28: Bill miller – Apple very misunderstood
- 11.44: Bill Miller – Genworth
- 12.44: Hyman on China
- 16:33: Hyman – Japan is a no brainer. the world is going to grow
- 19:00 Hyman – the synchronized world expansion
- 20:00 Miller – managers are still very conservative in the bull market
- Hyman’s one investment: Amazon
Kyith is the Owner and Sole Writer behind Investment Moats. Readers tune in to Investment Moats to learn and build stronger, firmer wealth foundations, how to have a Passive investment strategy, know more about investing in REITs and the nuts and bolts of Active Investing.
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Kyith worked as an IT operations engineer from 2004 to 2019. Currently, he works as a Senior Solutions Specialist in Insurance Start-up Havend. All opinions on Investment Moats are his own and does not represent the views of Providend.
You can view Kyith's current portfolio here, which uses his Free Google Stock Portfolio Tracker.
His investment broker of choice is Interactive Brokers, which allows him to invest in securities from different exchanges all over the world, at very low commission rates, without custodian fees, near spot currency rates.
You can read more about Kyith here.
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