11-1-2021: In One of The Most Volatile Markets in Decades, Active Fund Managers Underperformed
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 2 November 2021
⏱️ 46 minutes
🧾️ Download transcript
Summary
Of the nearly 3,000 active funds analyzed by Morningstar, only 47% survived and outperformed their average passive counterpart in the 12 months through June 2021.
Today's Stocks & Topics: CEI - Camber Energy Inc., Central Banks, Oil & Gas, 401k, RY - Royal Bank of Canada, BMY - Bristol Myers Squibb Co., VICI - VICI Properties Inc., Onshoring, RIO - Rio Tinto PLC ADR, SNDR - Schneider National Inc. Cl B, Interest Rates, PSEC - Prospect Capital Corp., I-R-A, International Banks, Value of a Stock, UHAL - Amerco.
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Transcript
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| 0:00.0 | Now, on this Invest Talk podcast, Justin Klein listens to your questions and provides |
| 0:08.2 | unbiased answers. |
| 0:10.3 | Invest Talk, over 31 million downloads and counting. |
| 0:14.2 | I wanted to get your opinion on ticker symbol. |
| 0:16.7 | I just really like it as a long-term play. |
| 0:19.1 | I appreciate the show, appreciate all the knowledge, and thanks guys. |
| 0:22.0 | Your participation makes it unique. |
| 0:24.4 | 888-99, Shark. |
| 0:30.8 | This podcast is produced by KPP Financial, Steve Peasley, President, KPP Financial, |
| 0:39.2 | Independent Thinking, Shared Success, and out today's podcast. |
| 0:47.8 | Good afternoon fellow investors, and welcome to Invest Talk. |
| 0:51.5 | This is our Monday, November 1, 2021 edition of Invest Talk, yep. |
| 0:56.7 | It is November, I hope everyone had a great holiday, a great Halloween. |
| 1:02.0 | Hopefully maybe you have some kids, had some good trick-or-treating. |
| 1:05.9 | I know we had some fun around here, but that also means that we pivot now towards the |
| 1:13.9 | holiday season and no matter what time of year it is, rain or shine day or night, you |
| 1:21.8 | need to be making steps, taking steps to make good financial decisions and whether that's |
| 1:29.7 | saving, whether that's investing, whether that's spending it properly, all of those factors |
| 1:35.2 | go into you achieving your own version of financial freedom. |
| 1:39.0 | So I'm here to help you, hopefully, with all of it. |
| 1:41.5 | I know we talk a lot about investing, and investing is certainly the most interesting part probably |
| 1:48.1 | of those three factors. |
... |
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