Search for:
Home
Sionna’s Approach
Sionna’s Investment Process
Screening for Ideas – Quantitative Analysis
Fundamentals – Qualitative Analysis
ESG at Sionna
Portfolio Construction
The Value Proposition
Human Behaviour and Mispricing
Earnings Machines
Looking for Value
Sideways Markets
Bull and Bear Markets
Investment Strategies
Institutional Clients
Retail Clients
Commentary
Insights
Soundbites
Video
Media
Book
Sharing Value
About Sionna
Independence
Sionna Team
Investment Team
Client Relations
Operations
Firm Profile
Independent Advisory Council
Home
/
Soundbites
/
The Value Minsky Moment is Near
published
November 2019
posted in
Soundbites
The Value Minsky Moment is Near
Kim Shannon discusses the extreme spread between value and growth, reminiscent of the year 2000.