Millennial Investing - The Investor’s Podcast Network « »
MI246: Are The FANG Stocks Dead? w/ Lance Roberts

1:02:56
 
Відтворити
Відтворюється
Поширити
 

MP3•Головна епізоду
Manage episode 351644120 series 2539397
Зроблено Robert Leonard and The Investor's Podcast Network і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.

IN THIS EPISODE, YOU’LL LEARN:

  • 02:16 - Why the valuation gap between value and growth is wider than ever.
  • 02:28 - Why Lance doesn’t think the FANG stocks are dead.
  • 06:11 - How the rise in flows into passive indexing impacts the FANG stocks performance.
  • 20:00 - Lance’s current assessment of the market and his outlook into 2023.
  • 27:39 - How Lance is positioning his investments heading into 2023.
  • 33:42 - His 7 rules to navigate investing in a bear market.
  • 42:47 - The decomposition of returns in the S&P 500.
  • 50:54 - The increasing importance of share buybacks in driving returns.
  • 54:14 - The pros and cons of share buybacks vs dividends for shareholders.
  • And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

NEW TO THE SHOW?

P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!

SPONSORS

  • Get a FREE audiobook from Audible.
  • Get personalized, expert advice that helps you see things clearly with ATB.
  • If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
  • Save time and money on your rental property insurance with Steadily. Get a commitment-free quote today.
  • Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.
  • Thanks to rising interest rates artificially driving down the prices of even the best assets, Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade. Take advantage of this unique investing environment.
  • Support our free podcast by supporting our sponsors.

CONNECT WITH LANCE:

LinkedIn | Twitter

CONNECT WITH REBECCA:

Twitter | Instagram

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

476 епізодів