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State of the American Investor (EP. 427)

Animal Spirits Podcast

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Shifting Dynamics: Value vs. Growth Investing

This chapter examines the performance nuances between value and growth investing within the S&P 500 context, addressing the challenges posed by prolonged economic cycles. It highlights the increasing dominance of growth stocks, especially in the mega cap sector, while also analyzing the impacts of zero interest rates on market dynamics. Additionally, the conversation explores generational investment attitudes, emphasizing the sophistication of younger investors and their adaptability in a rapidly changing market landscape.

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