Is the Fed Trying to Lower Interest Rates?

I think one of the things that is often forgot about the interest rate hikes is that they take several months to move through the economy. So they're not felt instantly in these companies and the decisions. And so I guess with that in mind, then how much do you suspect or maybe expect earnings to be downgraded given that outlook?

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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.

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Lance’s Podcast: Real Investment Show with Lance Roberts.
Related Episode: Deep Dive Into Apple & Google w/ Logan Kane. - MI239.

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