Five Surprising Insights About Stock Indexes and Funds

Aug 9, 2023

30:14

AI Chapters

Episode notes

Introduction

2min

How to Restructure a Portfolio to Increase Excess Return

2min

How to Use Ned Davis Research to Analyze the Markets

3min

How to Analyze the Stock Market

2min

The Multi Variable Approach to the Global Stock Market

3min

The Importance of Price to Earnings Ratios

3min

The Importance of Earnings Yield

3min

How Variable Earnings Can Distort the One Year Average Earning Per Share

2min

The Impact of Currency on Returns of Indexes

3min

10.

The Impact of Currency on Value Investing

3min

11.

The Importance of Value Over Growth

4min

12.

How to Analyze Indexes in a Way That You've Always Wanted to Do

3min

We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead.

Topics covered include:

How index providers divide the stock universe into large and small, growth and value
The difference between the price-to-earnings ratio and earnings yield and which is better
How earnings volatility can impact annual earnings growth and what to use to estimate future earnings
How value stocks often grow earnings faster than growth stocks
How value has outperformed growth in the last three years

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