MB Fund Podcast: Trump broke the Shiller P/E. Here’s our simple fix

In today’s investment webinar, MB Fund’s Head of Investments Damien Klassen, Head of Operations Shelley George, and Senior Financial Advisor Mark Monteiro shed light on how Trump broke the Shiller P/E ratio, and how we’d suggest fixing it
For many value investors, the Shiller Price/Earnings ratio is the holy grail. There are a number of problems with the ratio which are making it look way more expensive than it is. If we fix just some of the least contentious issues, the Shiller P/E looks almost 25% cheaper.
On the agenda:
  • Background on the Shiller P/E and why it’s been distorted
  • The simple changes
  • The complex changes
  • Investment outlook
Read our referenced articles on the topic:

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Damien Klassen is Head of Investments at the MacroBusiness Fund, which is powered by Nucleus Wealth.

 

The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Nucleus Wealth Management is a Corporate Authorised Representative of Nucleus Advice Pty Ltd – AFSL 515796.

 

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Comments

  1. Oh dear.
    Longstanding valuation measures are suddenly wrong, in an attempt to explain the current massive massive bubble in US stocks.

    Seems fine…