Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 8 December 2017

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the podcast Superinvestors and the Art of Worldly Wisdom returns to Adventures in Finance with some words of caution as he sees signs that both public opinion and the companies’ own performance are beginning to turn Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Picture yourself on a beach, retired early and enjoying financial freedom.
0:06.7	If this is your dream, then now's the time to level up your investing game, and Real Vision can
0:12.1	help you.
0:13.0	We arm you with the knowledge, the tools, and the network to succeed on your financial journey on your own terms.
0:20.0	Take control of your future and visit Realvision.com
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0:25.8	That's Real Vision. Thank you so much for listening to the Real Vision
0:40.7	podcast.
0:41.7	At Real Vision, we pride ourselves in providing the best in-depth expert analysis available
0:47.0	to help you understand the complex world of finance, business and the Global Economy.
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1:00.3	Visit Real Vision Podcast.com today and join us as we navigate the financial world together.
1:06.0	Cheers.
1:08.0	In every bull market there are leaders.
1:10.0	In the 1960s it was the so-called Nifty 50.
1:14.0	A group of large caps which were seen as the ultimate buy and hold companies.
1:19.0	The 50 contained familiar names like Anheiser Bush, I.
1:22.0	I. M. M. M. M. M. M. M. M. M. M. M. M. M. M. M. M. I. Mert, and as a group, they led the market higher through a bull market which ran
1:27.0	until the early 1970s.
1:29.3	The group's growth prospects attracted investors from all over the world, forcing more dollars into a tiny group of stocks
1:34.7	and forcing their PE ratios into the 40s. But that didn't matter. Their growth was going to continue
	...

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