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Stay Wealthy Retirement Podcast

Value Stocks, Bitcoin, and Investing at the Top of Market

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Investing, Business

4.7678 Ratings

🗓️ 12 January 2021

⏱️ 22 minutes

🧾️ Download transcript

Summary

Happy New Year! To kick off 2021, I'm digging into the three BIG topics I know are on every investor's mind right now:

  • Small Cap Value Stocks
  • Bitcoin
  • The Dow Jones Crossing 30,000

I'm sharing updates on each + what they mean for your retirement planning and investment portfolio in 2021 and beyond.






Transcript

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0:00.0

Welcome to the Stay Wealthy podcast and happy new year.

0:08.5

For those that are new to the podcast, I'm your host, Taylor Schulte, and I really appreciate

0:12.7

you tuning in today.

0:13.8

This show has grown a lot in recent months, and I'm really thankful for everybody's support

0:18.7

and engagement.

0:19.9

I have some great things lined up for

0:21.6

2021. It's really going to be a fun year here on the Stay Wealthy podcast. To kick things off for the

0:26.9

new year, I'm digging into three big topics that I know are on everybody's mind right now,

0:32.7

small cap value stocks, Bitcoin, and the Dow crossing 30,000. I'm sharing updates on each and what they

0:40.3

mean for your retirement planning and investment portfolio. For all the links and resources

0:44.7

mentioned today, head over to you stay wealthy.com forward slash 92. If you're a long-time listener of the show, you know that we don't believe in market timing

0:58.7

around here.

0:59.5

We don't believe anyone has a crystal ball and don't believe anyone can accurately and

1:03.9

consistently predict the future.

1:05.9

However, after my four-part series on investing in stocks, which I published last September, I think I might

1:13.8

be changing my mind a little bit. In part three of that series, you might remember me highlighting

1:18.5

that small cap value stocks had been underperforming the S&P 500 for 12 years or so, which I followed

1:26.3

up by saying the following, quote, this is not a recommendation,

1:29.9

but personally, I'd view the current underperformance of value stocks as an opportunity.

1:36.1

They are unloved and beaten down.

1:38.4

There's no cheery consensus flying around.

1:40.7

If I'm trying to identify asset classes with higher expected rates of return

...

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