The US equity market is not broadly good value on valuations; however, certain substrates are available (gold miners, equities excluded from the 'Mag 7' rally, small/mid-cap companies) that have been left out of the carry-trade-driven rally.
factualpending
Speaker
Francis HuntEvidence Quote
“you have a lot of substrates in this equities you have you can talk about gold miners you can talk about mag 7 you can talk about the equities that have been left out of this larger Equity bull market [38:14]”
Source
Excessive Global Debt is a Ticking Time Bomb, 'Hold On To Your Gold': Francis Hunt— Commodity CultureCreated: 8/12/2026, 6:44:11 PM
My Notes
Loading notes...