Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.

Tune in to hear Singleton’s take on inflation, sky-high valuations, and diversification. He’ll also break down the differences between long-term investing and macroeconomic investing which is more focused on shorter-term business cycles.

If you’re looking for international diversification, you’ll find it in Emmet’s latest Horizon pick.

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00:00 Intro

06:17 The most important economic data for the market

10:32 Long-term investing vs. Macroeconomic investing

17:44 The market and inflation

26:52 US elections and the market

31:00 Are the stock market and the economy different?

38:45 Are sky-high valuations the new normal?

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