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Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued

47:09
 
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Manage episode 415590622 series 2484320
Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.

(This has to do with the implications for expected returns.)

Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.


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Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1590 에피소드

Artwork
icon공유
 
Manage episode 415590622 series 2484320
Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.

(This has to do with the implications for expected returns.)

Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.


Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
* Check out eBay Auto: www.ebay.com
* Learn more at hackerone.com
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1590 에피소드

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