Superinvestors and the Art of Worldly Wisdom cover image

#31: Rob Arnott On Engineering A Better Index

Superinvestors and the Art of Worldly Wisdom

00:00

The Importance of Quality in Raffy

The average for the top 10 market cap tech stocks in year 2000 is a minus 2% return per annum. The last time we saw this, if you look at the 10 largest market cap tech companies, nine of them underperformed to disappeared entirely. Do I really think I can choose which of the fan mag stocks is actually going to be the one stock that's going to beat the already lofty expectations?

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app