Episode Details

IN THIS EPISODE, YOU’LL LEARN:

• 02:16 - Why the valuation gap between value and growth is wider than ever. 
• 02:28 - Why Lance doesn’t think the FANG stocks are dead. 
• 06:11 - How the rise in flows into passive indexing impacts the FANG stocks performance. 
• 20:00 - Lance’s current assessment of the market and his outlook into 2023. 
• 27:39 - How Lance is positioning his investments heading into 2023. 
• 33:42 - His 7 rules to navigate investing in a bear market. 
• 42:47 - The decomposition of returns in the S&P 500. 
• 50:54 - The increasing importance of share buybacks in driving returns. 
• 54:14 - The pros and cons of share buybacks vs dividends for shareholders. 
• And much, much more! 

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
• Check out: RIA Advice.
• Lance’s Youtube Channel: Real Investment Show with Lance Roberts.
• Lance’s Podcast: Real Investment Show with Lance Roberts.
• Related Episode:  Deep Dive Into Apple & Google w/ Logan Kane. - MI239.

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• Check out our Millennial Investing Starter Packs.
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