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Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI246: Are The FANG Stocks Dead? w/ Lance Roberts
Description: IN THIS EPISODE, YOU’LL LEARN:
02:16 - Why the valuation gap between value and growth is wider than ever.Â
02:28 - Why Lance doesn’t think the FANG stocks are dead.Â
06:11 - How the rise in flows into passive indexing impacts the FANG stocks performance.Â
20:00 - Lance’s current assessment of the market and his outlook into 2023.Â
27:39 - How Lance is positioning his investments heading into 2023.Â
33:42 - His 7 rules to navigate investing in a bear market.Â
42:47 - The decomposition of returns in the S&P 500.Â
50:54 - The increasing importance of share buybacks in driving returns.Â
54:14 - The pros and cons of share...