The Crockpot Recession (EP.304)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 19 April 2023

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

On today's show we discuss why the bond market is so confused, why consumers are so confused, why Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren't as broke as you think, why first-time homebuyers are out of luck and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's animal spirits is brought to you by Pacer ETFs.
0:03.7	Beef up your portfolio with cow G.
0:07.0	Yeah, that's right.
0:07.9	That is so bad.
0:09.2	I have to respect it.
0:10.4	Beef up, cow G.
0:12.5	Okay, what is it?
0:13.7	What is cow G?
0:14.6	It's the Pacer US large cap cash cows growth leader.
0:19.0	This strategy aims to identify top growth companies
0:21.4	in the roster 1000 by screening
0:22.7	for above average free cash flow margins.
0:25.7	All right, Ben.
0:27.1	If you had to guess what do you think,
0:28.8	what sector do you think has the most free cash flow?
0:30.8	Like what do you think is the biggest sector
0:32.7	in this strategy?
0:33.9	It's gotta be tech.
0:34.7	Boom, nailed it.
0:35.8	It is tech, 46%, but what's interesting is that
0:39.6	I'm looking at the top 10 holdings
0:41.7	and I don't see any none of the fan magnames.
	...

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