Episode 156: What’s Your Edge? Timeframe, Volatility and Action

<p>Reports of a plague in Russia, Europe and China in a trade standoff, and the Middle East pulling in more players. Then the question we get most: how do you invest when the CAPE is 42? Steve, Tom and Jacob look at Australia&#39;s recession risk, government deficits and falling Gold Coast rents. They finish on timeframe, volatility and action, and why buy and hold is not the only way to be long term.In this episode:Reports of a pneumonic plague outbreak in Russia, and France in the headlines againEurope asking China to cut car exports, and what comes nextThe Saudi, Turkey and Pakistan pact and the HouthisWhy Steve thinks Australia is heading toward a recessionProperty, investor equity and falling rents on the Gold CoastHow to think about investing when the CAPE is 42Using simple rules, like the 200-day moving average, to think about drawdownsNext week: Templeton&#39;s market-cycle diagram and a deeper dive into short, medium and long-term strategiesWork with us:The Three Wells framework: https://www.totalmoneymanagement.com.au/The-Three-Wells-CCThe TMM Wealth Journey, 12 months of portfolio building: https://www.totalmoneymanagement.com.au/Direct-Landing-PageSignals &amp; Noise Premium, the full weekly issue and Weekly Video Review, $9.99 per week: https://www.totalmoneymanagement.com.au/offers/PrbobKT9/checkoutFree investor personality test: https://www.totalmoneymanagement.com.au/Enneagram-typesLeave a review to help us grow.This episode is for informational purposes only and does not constitute financial advice. Views expressed are opinions on current events, not recommendations. Total Money Management | AFSL 568642.</p>