Share Repurchases - Are They More or Less Than Last Year?

Companies seem to buy it the peak and not when it's severely depressed. There is no incentive right now for companies to stop buying back shares, he says. passive investing will drive a lot of capital flows into those top 10 stocks,. These are also the companies that can benefit from stock buybacks.

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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 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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