

Fall 2021: Investing Preview
Sep 3, 2021
Join filmmaker Alex Gibney, known for his riveting documentaries like 'The Inventor: Out for Blood in Silicon Valley,' as he dives into the Theranos scandal. The conversation touches on the psychological intricacies of deception and the compelling narrative that led to the company's fall. Insights on current market dynamics reveal challenges related to high valuations and inflation, while digital growth trends in the insurance sector and stock opportunities in Digital Ocean and PayPal spark intriguing investment strategies.
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Market Outlook
- The S&P 500, Nasdaq, and Dow Jones have all risen over 15% this year.
- Andy Cross feels positive about the market's momentum, citing strong business performance.
Investing Advice
- Remain invested, even if market valuations seem high.
- Be selective, focusing on high-performing businesses with strong management.
Holiday Shopping
- Start holiday shopping early due to widespread supply chain shortages.
- Companies are raising prices to offset increased costs, impacting consumers.