MI246: Are The FANG Stocks Dead? w/ Lance Roberts
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 5 January 2023
⏱️ 69 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | But instead of just buying the S&P, think about passively investing and changing your allocation |
| 0:09.2 | to sectors relative to what's happening in the economy and in the overall interest rate |
| 0:15.4 | environment because as interest rates go up, the cost of capital goes up, which makes |
| 0:20.3 | companies that operate on a value basis |
| 0:22.3 | more valuable than growth companies that typically do not. |
| 0:29.9 | On today's episode, I'm joined by Lance Roberts, who is the chief strategist for RIA advisors, |
| 0:36.4 | and he also writes a daily blog and hosts the |
| 0:39.1 | Real Investment Show podcast and YouTube channel. In this episode, Lance discusses why the valuation |
| 0:45.8 | gap between value and growth stocks is wider than ever, what this means for their performance |
| 0:51.0 | going forward, and Lance shares why he doesn't think the fang stocks are |
| 0:55.2 | dead and gives us his case behind what could drive their performance going forward. Lance also gives |
| 1:01.2 | his outlook for the market in 2023 how he is positioning his investments and his strategy for the |
| 1:07.6 | year, along with his seven rules to navigating, investing in a bear market. |
| 1:12.5 | And then we end off the discussion talking about the different sources of returns for an |
| 1:17.1 | investment and specifically how share buybacks have become increasingly important in driving |
| 1:22.3 | returns over the years and so much more. I always really enjoy talking to Lance. He covers so many great topics in |
| 1:30.2 | this episode that will be really important and useful when we're thinking about investing in |
| 1:34.9 | 2023 and what to expect going forward. And just one other thing I'll note is that this episode was |
| 1:40.8 | recorded before the Fed Industryestrate decision in December. |
| 1:44.4 | And so that's why you'll hear Lance talk about the previous level interest rates we're at. |
| 1:49.7 | But with that all said, I really hope you enjoy today's episode. |
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