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Money For the Rest of Us and J. David Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money For the Rest of Us and J. David Stein 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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Is It Time To Invest In Big Tech or Medium Tech Stocks? (FAANGs and FANMAGs)

26:00
 
공유
 

Manage episode 327511057 series 2137790
Money For the Rest of Us and J. David Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money For the Rest of Us and J. David Stein 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.

With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet?

Topics covered include:

  • What happened to Netflix
  • What contributed to the astounding performance of large tech stocks since 2013
  • How the largest contributors to overall stock market performance are always changing
  • Why the largest tech companies could fall even more from today's level
  • What are the valuations and sentiment toward large tech stocks
  • What is complexity economics and how does it influence technology
  • How younger investors and fractional trading have influenced the stock market
  • Why stock splits are less effective today in driving up share prices

For more information on this episode click here.

Sponsors

Policygenius - save over 50% on life insurance

OurCrowd - the fastest-growing venture capital community

Show Notes

Netflix stock plunges as subscribers quit by Julianne Pepitone and Aaron Smith—CNN Money

Netflix Explores a Version With Ads as Subscriber Base Shrinks by Joe Flint and Denny Jacob—The Wall Street Journal

No, you did not see the Netflix mess coming by Robert Armstrong—Financial Times

FANMAG: Because FAANGs Are So Yesterday—Dimensional

Complexity and the Economy by W. Brian Arthur

Rising Risk of Stagflation by Chris Brightman—Research Affiliates

"Fractional Trading" by Zhi Da, Vivian W. Fang, and Wenwei Lin

"Attention Induced Trading and Returns: Evidence from Robinhood Users" by Brad M. Barber, Xing Huang, Terrance Odean, and Christopher Schwarz

Retail Raw: Wisdom of the Robinhood Crowd and the COVID Crisis by Ivo Welch (NBER Working Paper No. 27866. September 2020, Revised October 2020)—National Bureau of Economic Research

Related Episodes

261: Is Value Investing Dead?

298: The Stock Market Is Not the Economy

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 에피소드

Artwork
icon공유
 
Manage episode 327511057 series 2137790
Money For the Rest of Us and J. David Stein에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Money For the Rest of Us and J. David Stein 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.

With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet?

Topics covered include:

  • What happened to Netflix
  • What contributed to the astounding performance of large tech stocks since 2013
  • How the largest contributors to overall stock market performance are always changing
  • Why the largest tech companies could fall even more from today's level
  • What are the valuations and sentiment toward large tech stocks
  • What is complexity economics and how does it influence technology
  • How younger investors and fractional trading have influenced the stock market
  • Why stock splits are less effective today in driving up share prices

For more information on this episode click here.

Sponsors

Policygenius - save over 50% on life insurance

OurCrowd - the fastest-growing venture capital community

Show Notes

Netflix stock plunges as subscribers quit by Julianne Pepitone and Aaron Smith—CNN Money

Netflix Explores a Version With Ads as Subscriber Base Shrinks by Joe Flint and Denny Jacob—The Wall Street Journal

No, you did not see the Netflix mess coming by Robert Armstrong—Financial Times

FANMAG: Because FAANGs Are So Yesterday—Dimensional

Complexity and the Economy by W. Brian Arthur

Rising Risk of Stagflation by Chris Brightman—Research Affiliates

"Fractional Trading" by Zhi Da, Vivian W. Fang, and Wenwei Lin

"Attention Induced Trading and Returns: Evidence from Robinhood Users" by Brad M. Barber, Xing Huang, Terrance Odean, and Christopher Schwarz

Retail Raw: Wisdom of the Robinhood Crowd and the COVID Crisis by Ivo Welch (NBER Working Paper No. 27866. September 2020, Revised October 2020)—National Bureau of Economic Research

Related Episodes

261: Is Value Investing Dead?

298: The Stock Market Is Not the Economy

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493 에피소드

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