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Episode notes

The valuation gap between value and growth stocks is wider than ever. Lance shares why he doesn't think the fangs stocks are dead, and gives us his case behind what could drive their performance going forward. He also discusses how share buybacks have become increasingly important in driving returns over the years. And then we end off the discussion talking about the different sources of returns for an investment.

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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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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