Name: Asset correlation is a worry - Mark Slater
Uploaded: 2022-05-08T21:30:41.230795+00:00
Duration: 2716 s
Channel: UK Investor Show
Description: Mark Slater notes that in 2018, all but two asset classes underperformed inflation, showing how difficult it is to truly diversify in the current markets

Mark Slater notes that in 2018, all but two asset classes underperformed inflation, showing how difficult it is to truly diversify in the current markets

<p>Mark Slater notes that in 2018, all but two asset classes underperformed inflation, showing how difficult it is to truly diversify in the current markets</p>

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/695/003695/video_tO9OuqV.mp4#t=672

UK Investor Show

Asset correlation is a worry - Mark Slater

Three questions I ask about the market - Mark slater

Bitcoin - Mark Slater

Why 4Q18 was bad - Mark Slater

Yield curve inversion - Mark Slater

Cash vs debt - Mark Slater

Parable of the Tight Scotsman - Mark Slater

Why PEG ratios matter - Mark Slater

Next 15 - Mark Slater

On The Beach - Mark Slater

Acquisition driven models - Mark Slater

Future plc - Mark Slater

Let your winners run - Mark Slater

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/695/003695/video_tO9OuqV.mp4

Mark Slater addresses the three key questions he assesses when assessing how he feels about the stockmarket overall: is there value, where in the cycle are we and am I better off in or out of the stockmarket

Mark Slater discusses pockets of Speculative Activity and, in particular, the rise and fall of Bitcoin in 2018-19

mark Slater lists three primary causes for the stockmarket slowdown in 4Q 2018: treasury rates, oil price and the US-China trade tensions

Mark Slater says we should watch out for yield curve inversions in the Treasury market as this often precedes a recession

Mark Slater says that he is seeing a change from "cash" being a dirty word/holding to "debt" being a dirty word/position

Mark Slater tells a joke about a tight Scotsman, but represents that in order to win in investing, you have to invest!

Mark Slater explains why he thinks the PEG ration matters, you can drive returns through earnings growth and re-rating!

Mark Slater gives an update on Next 15, a serial compounder

Mark Slater provides an update for On The Beach, the FTSE travel company business

Mark Slater explains when he thinks acquisition models do well, in particular when there is a platform that can squeeze out efficiencies that others cannot

Mark Slater provides an update for Future, the FTSE 250 digital media business

Mark Slater talks about research that shows the importance of letting your winners run and compound your returns, as this is how you best make outsized returns versus the stockmarket and treasuries