Robert and Stig invested $125,000 of their own money into a portfolio of three self-storage facilities with passiveinvesting.com. The investment comes with a 7% preferred return with an appealing upside but more importantly for me as a value investor, I feel the downside is pretty low. McKinsey recently forecasting up to $1.3 trillion in alternative asset growth in just the next three years. Check out our free educational videos at theinvestors podcast slash YouTube.
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
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