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Podcast: Excess Returns
Episode: Bonus Episode: Six Narratives Shaping The Market In 2020
Description: In this bonus episode, we we discuss a presentation Justin recently gave to Fidelity customers about some of the major narratives shaping the current market. The word "unprecedented" Â tends to be overused in investing, but 2020 has certainly seen many occurrences that many investors have never seen before, and may not again.Â
We talk about some of these things and what they mean for investors going forward. Â
We discuss:Â
- Why 2020 has turned the factors that have worked over the long-term in investing upside downÂ
- How the current dominance of large-cap stocks...