MI246: Are The FANG Stocks Dead? w/ Lance Roberts
发布时间 2023-01-05 10:00:00 来源
摘要
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
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Lance’s Youtube Channel: Real Investment Show with Lance Roberts.
Lance’s Podcast: Real Investment Show with Lance Roberts.
Related Episode: Deep Dive Into Apple & Google w/ Logan Kane. - MI239.
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