Money For the Rest of Us4 Mai 2022

Is It Time To Invest In Big Tech or Medium Tech Stocks? (FAANGs and FANMAGs)

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 Netflix
What contributed to the astounding performance of large tech stocks since 2013
How the largest contributors to overall stock market performance are always changing
Why the largest tech companies could fall even more from today's level
What are the valuations and sentiment toward large tech stocks
What is complexity economics and how does it influence technology
How younger investors and fractional trading have influenced the stock market
Why stock splits are less effective today in driving up share prices

For more information on this episode click here.

Sponsors

Policygenius - save over 50% on life insurance

OurCrowd - the fastest-growing venture capital community

Show Notes

Netflix stock plunges as subscribers quit by Julianne Pepitone and Aaron Smith—CNN Money

Netflix Explores a Version With Ads as Subscriber Base Shrinks by Joe Flint and Denny Jacob—The Wall Street Journal

No, you did not see the Netflix mess coming by Robert Armstrong—Financial Times

FANMAG: Because FAANGs Are So Yesterday—Dimensional

Complexity and the Economy by W. Brian Arthur

Rising Risk of Stagflation by Chris Brightman—Research Affiliates

"Fractional Trading" by Zhi Da, Vivian W. Fang, and Wenwei Lin

"Attention Induced Trading and Returns: Evidence from Robinhood Users" by Brad M. Barber, Xing Huang, Terrance Odean, and Christopher Schwarz

Retail Raw: Wisdom of the Robinhood Crowd and the COVID Crisis by Ivo Welch (NBER Working Paper No. 27866. September 2020, Revised October 2020)—National Bureau of Economic Research

Related Episodes

261: Is Value Investing Dead?

298: The Stock Market Is Not the Economy

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

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(580)

How to Navigate the AI Debt Bubble

We explore the expected size of AI-related debt, which vehicles hold it, what could go wrong, and how to protect yourself.Topics covered include:How AI capex boom compares to other large booms and bus...

29 Jul 26min

Is Inflation Manipulated? If So, What to Do About It

How inflation numbers are manipulated to appear lower. How to change your mindset about inflation to get ahead of it.Topics covered include:How Inflation (PCE) Calculations Are ChangingWhy the CPE Cha...

15 Jul 25min

A Listener's Path from Zero to Millionaire in 10 Years - Nine Lessons to Get You There

David shares nine lessons a listener followed to become a millionaire.Topics covered include:The benefit of underspending on housingWhat rate of return and how much would you need to save to grow a po...

24 Jun 29min

Will You Be Forced to Own SpaceX and Other AI Stocks?

SpaceX, Anthropic, and OpenAI are all going public. Why now? And what will their weight be in index funds? What other U.S. ETF options are there if you don't want to have such a high concentration in ...

10 Jun 25min

Don't Fall Into the Dividend Trap. How Investors Misunderstand Covered Call ETFs

We explore the free dividend fallacy and how it applies to option income strategies. We break down the return drivers of covered call ETFs and examine the long-term performance record and volatility. ...

27 Mai 25min

We Are All Wayfinders

Why we have to navigate investing, business, and life with a compass rather than a GPS. David also provides an update on what he has learned from hosting live portfolio cohorts and letting AI analyze ...

13 Mai 23min

Five Practices That Have Shaped My Career

I share five business practices that have carried me through asset bubbles, financial crises, business pivots, and now the rise of AI.Topics covered include:Recommended note-taking app and practicesRe...

29 Apr 27min

Invitation to Our Live Portfolio Review and Rebalancing Special Webinar

Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalanc...

22 Apr 3min