In Plus Episode 392, we review economic trends, asset class valuations, and market internals as of early July 2022. We consider whether growth stocks are now attractive relative to value stocks. We also consider how to invest emergency savings in the current environment. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 392 … [Read more...]
385: Is It Time To Invest In Big Tech or Medium Tech Stocks?
With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet? Topics covered include: What happened to NetflixWhat contributed to the astounding performance of large tech stocks since 2013How the largest contributors to overall stock market performance are always changingWhy the largest tech companies could fall even more from today's levelWhat are the valuations and sentiment toward large tech … [Read more...]
342 Plus: Small Cap Value, Lumber Prices, and GBTC Discount
In Plus Episode 342, we review the performance of value and growth equity indices, consider whether the value style will continue to outperform and analyze the Avantis U.S. Small Cap Value ETF (AVUV) and the Avantis International Small Cap Value ETF (AVDV). We review what is driving the five-fold spike in U.S. lumber prices and the outlook for prices going forward. Finally, we consider how the Greyscale Bitcoin Trust (GBTC) acts like a typical closed-end fund in which the discount to net … [Read more...]
262/263 Plus: August 2019 Portfolio Update, TIPs and a Long/Short Growth Value ETF
In Plus episode 262/263 for the week of August 8, 2019, we discuss a recent impact investment David made and several investments he chose not to make and why. We compare investing in Treasury Inflation Protection Securities (TIPs) versus investing in I-bonds. Finally, we analyze the Direxion Russell 1000 Value Over Growth ETF (RWVG). … [Read more...]
261: Is Value Investing Dead?
Why has value investing underperformed growth investing for over twelve years and how to position your portfolio for the eventual rebound in value investing. In this episode you’ll learn: Show Notes Bubble, Bubble, Toil and Trouble - Rob Arnott, Bradford Cornell, Shane Shepherd—Research Affiliates Value Is Dead, Long Live Value By Chris Meredith—O'Shaughnessy Asset Management The Price-to-Value Podcast Episode 03 Transcript - Is Value Investing Dead? - Southeastern Asset … [Read more...]
102: What It Takes To Be A Value Investor
Why the value style outperforms growth investing, and what are the attributes of successful value investors. In this episode you'll learn: Show Notes The Oakmark Fund First Quarter 1999 Shareholder Letter by Robert Sanborn The Baupost Group Margin of Safety by Seth Klarman Billionaire hedge fund manager Seth Klarman explains what makes a successful investor - Julia La Roche - Business Insider Summary Article Why Growth Stocks Disappoint 1999 was an amazing … [Read more...]
