Sally Kohn: I had a guest on Louis Gove, who his episode will be released a little bit before yours. He talks about how he thinks the biggest risk to the market going forward is that earnings can be further downgraded. She says we've seen multiples contract and we've seen prices come down, but earnings really haven't been revised down yet. So that could be the risk where we see markets going down further. And then you also did an article on kind of the future of the stock market or where will it be in 10 years? she said.
IN THIS EPISODE, YOU’LL LEARN:
03:01 - Why Logan went from being a value investor to a quantitative investor.
06:56 - What his quantitative investing strategy looks like and the pros of this strategy.
11:55 - Logan’s current outlook of the stock market and his price target for the end of 2023.
15:25 - His long term outlook for the US market, and why he thinks international markets and small cap value sectors of the market will perform the best over the next decade.
25:29 - Deep dive into Apple stock and why Logan put a sell rating on Apple.
39:31 - His valuation analysis behind Google, why he thinks Google is the most undervalued tech stock and a buy.
48:30 - His thoughts on Meta, and Amazon at today’s valuations.
53:05 - What’s happening with Bitcoin, where he sees it going in the near term and over the long term.
61:01 - His preferred way to invest in Bitcoin.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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