This Chaotic Market Is Creating Opportunity | Prof G Markets
Scott Galloway and Josh Brown argue that regular investors should ignore geopolitical noise and follow a preset investment plan, not try to time chaotic markets.
The gist
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Write an investment policy statement during calm periods so you rebalance and allocate mechanically instead of emotionally when markets get volatile.
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Individual investors have an edge over fund managers because they face no pressure to call every market move correctly.
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S&P 500 earnings multiples have already compressed from 23x to 19x, meaning you are buying at lower valuations despite the headline uncertainty.
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Developed markets ex-US are up 48% and emerging markets 55% on a rolling one-year basis, outpacing the S&P 500 at 34%.
The Prof G Pod – Scott Galloway and This Week in Startups agree on 3 things
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