Value Stocks, Bitcoin, and Investing at the Top of Market
Stay Wealthy Retirement Podcast
Taylor Schulte, CFP®
4.7 • 678 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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