What's Not Priced In

By Greg Canavan, Fat Tail Investment Research

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Category: Investing

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Subscribers: 4
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Episodes: 35

Description

If it's in the news, it's in the price. By the time an idea hits the front page, the smart money has moved on. For savvy investors, the best story is the unreported story. It’s the ideas yet to be fully discounted by the markets that matter. Join Fat Tail Investment Research's Greg Canavan and Kiryll Prakapenka as they look beyond the headlines and investigate what the market hasn't yet priced in. That's where the best opportunities lie.  For more investment insights, check out Fat Tail Investment Research at fattail.com.au.

Episode Date
Looking for Value on the ASX: Domino's, Cettire, Nick Scali, Commonwealth Bank, Carsales
Feb 09, 2024
Stock Markets Hit Record Highs But Is a Correction Coming?
Feb 01, 2024
Does the Uranium Rally Have Legs | Talking Lithium, Uranium, Iron Ore with Geologist James Cooper
Jan 18, 2024
'Get Amongst It': 5 ASX Small Caps on Callum Newman's Radar in 2024
Jan 11, 2024
Bull Case for Gold PLUS Brian Chu's 5 ASX Gold Stocks to Watch
Dec 15, 2023
Bull Case for ASX Small Caps With Callum Newman
Nov 30, 2023
Retail Stocks Ask: Where's the Inflation?
Nov 23, 2023
Aussie Banks: Buy or Sell?
Nov 16, 2023
Market Still Mispricing Risk of Recession
Nov 09, 2023
This is Not A Capitulation Low. After the Rally, More Pain Ahead
Nov 02, 2023
US Economy About to Hit the Wall? | Lacy Hunt's Warning and the 2023 Global Asset Standout
Oct 26, 2023
Uncovering Opportunities: Junior Miners Firesale! With Geologist James Cooper | What's Not Priced In
Oct 19, 2023
What’s Not Priced In Special Episode: ‘If I Wanted To Destroy An Economy…’
Oct 12, 2023
What's Not Priced In EP20: Stocks: Get ready for a bounce, not a bottom
Oct 05, 2023
What's Not Priced in EP19: Major Stock Indexes Breaking Down
Sep 28, 2023
What's Not Priced In EP18: The Fed is About to Be Blindsided
Sep 21, 2023
What's Not Priced In EP17: Interest rates, Lower and Sooner?
Sep 14, 2023
What's Not Priced In EP16: A Huge Hole Found in the Energy Transition
Sep 08, 2023
What’s Not Priced In EP15: Australia's Era of Energy Poverty
Sep 01, 2023
What's Not Priced In EP14: When to Sell Stocks (It's Not Easy)
Aug 24, 2023
What's Not Priced In (BONUS EPISODE TWO): Net Zero Insanity with Cory Bernardi
Aug 23, 2023
What's Not Priced In EP13: AVOID: ASX Iron Ore Stocks In Structural Decline
Aug 17, 2023
What’s Not Priced In EP12: The Momentum Trade Is Breaking Down
Aug 11, 2023
What's Not Priced In: Net Zero Insanity (BONUS EPISODE)
Aug 08, 2023
What's Not Priced In EP11: Aussie Stocks More Expensive Than You Think
Aug 03, 2023
What's Not Priced In EP10: How to Value Stocks
Jul 28, 2023
What's Not Priced In EP9: Look Out! Aussie Stocks AREN’T Cheap
Jul 21, 2023
What's Not Priced In EP8: CPI Headfake
Jul 14, 2023
What's Not Priced In EP7: Market's Asleep To Jaws of Death?
Jul 07, 2023
What's Not Priced In EP6: Gold Price Mystery Explained
Jun 30, 2023
What’s Not Priced In EP5: ASX Correction, Liquidity, Rate Cycle Lessons
Jun 23, 2023
What’s Not Priced In EP4: Extreme Greed, Aussie Mortgage Cliff, Neglected REITs
Jun 16, 2023
What's Not Priced In EP3: Recession, Rate Hikes, Aussie Banks
Jun 09, 2023
What's Not Priced In EP2: Commodities, China, and Coal Stocks
Jun 02, 2023
What's Not Priced In EP1: Nvidia, AI Hype, and Interest Rate Bets
May 26, 2023