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Animal Spirits Podcast

Enjoy the Bull Market While it Lasts (EP.355)

Apr 10, 2024
Topics discussed in this podcast include prioritizing spending, comparing market crashes, index fund flows, stock market concentration, government debt panic, tech recession in California, millennial retirement plans, popular TV shows, and more!
01:06:20

Podcast summary created with Snipd AI

Quick takeaways

  • Prioritize free cash flow in investment decisions, not just traditional metrics like earnings per share.
  • Family experiences and vacations are essential for creating lasting memories, especially during children's early years.

Deep dives

PASER ETFs and Free Cash Flow Yield

PASER ETFs utilize free cash flow yield to identify high-growth companies, emphasizing the importance of considering free cash flow over traditional valuation metrics like the bottom line. By focusing on free cash divided by sales, PASER ETFs aim to target top growth companies, showcasing how this approach could have impacted investment decisions like shorting Amazon.

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