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

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.

Episoder(573)

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

Beyond Munis — New ETFs for Tax-Efficient Bond Investing

How to decide when to invest in municipal bonds versus new tax-efficient bond ETFs that don't invest in munis.We analyze several newer ETFs that earn bond-like returns while avoiding paying taxable in...

8 Okt 202526min

Money for the Rest of Us Update

Money for the Rest of Us Update

This week there isn’t a regular Money for the Rest of Us episode, but David shares an update on what’s happening behind the scenes. He previews an exclusive Plus member livestream on the forces shapin...

24 Sep 20256min

Resilient Wealth in an Era of Infinite Money

Resilient Wealth in an Era of Infinite Money

What happens when the money supply grows too slowly or too quickly? From gold-standard deflation to QE-driven inflation and inequality, we trace the lessons of monetary history, and what we can do tod...

17 Sep 202525min

Forests, Fakes, and the Fight for the Real

Forests, Fakes, and the Fight for the Real

From salmon leaping along the Vancouver Island coast to fake bands on Spotify, this episode explores the divide between the physical and digital economy, and what lumber markets, managed forests, and ...

10 Sep 202522min

Why Central Banking Is So Hard and Why Fed Independence Matters

Why Central Banking Is So Hard and Why Fed Independence Matters

Central bankers set policy with incomplete information, unobservable targets, and constant trade-offs between growth, inflation, and employment. In this episode, we delve into how the fight for Federa...

27 Aug 202524min

How To Invest During a Bubble

How To Invest During a Bubble

From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept ...

20 Aug 202521min

Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

Six Principles for Thriving Under Uncertainty and How Big Tech Is Doing the Opposite

A practical framework for making better decisions, managing risk, and finding opportunity in unpredictable environments. We contrast these principles with the massive $2.9 trillion AI data center buil...

13 Aug 202525min

Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

Why Most Hedge Funds Fail but This One Didn’t with Dave Thomas

Dave Thomas, CIO and Founder of long/short hedge fund, Atalan Capital Partners, shares why most hedge funds fail and the keys to being a long-term successful investor.Episode SponsorDelete Me – Use co...

6 Aug 202539min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-politisk-preik
pengepodden-2
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
lederpodden
rss-pa-konto
liberal-halvtime
rss-sunn-okonomi