Investors are lifetime investors, right? You're going to go through somewhere in the neighborhood of 15 bear markets. Technology and the flow of information has changed everything such that markets move much more quickly than ever before. It's tempting to sell certain companies out of your portfolio, ones that you've bought at much higher prices. I think what i've learned, personally, painfully, is that when you do that sort of portfolio optimization, it doesn't really work out.
As rough a year as it's been so far for stocks, there's one industry doing just fine. (0:25) Bill Mann discusses: - Why oil and gas stocks have done well in 2022 - How he expects industry giants like Chevron and Exxon Mobil to deploy capital - Reports that Airbnb is getting ready to exit China - A way U.S. investors can think about getting exposure to the 400 million millennials in China
(13:26) Jason Moser and Matt Argersinger share some lessons from past bear markets and three investment ideas for anyone looking to keep things simple.
Stocks discussed: XOM, CVX, ABNB, SBUX, MCD, YUMC, VYM, VIG, HD
Host: Chris Hill Guests: Bill Mann, Jason Moser, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd
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