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InvestTalk 4-30-2024 – Why It Matters that Large-Growth Stocks Are Overvalued

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Manage episode 415590622 series 2484320
Content provided by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.

(This has to do with the implications for expected returns.)

Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.


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* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
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  continue reading

1596 episodes

Artwork
iconShare
 
Manage episode 415590622 series 2484320
Content provided by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Steve Peasley & Justin Klein | Wealth Managers and Investment Advisors, Hosts Steve Peasley, Justin Klein | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Simply put, valuations are the best predictor we have of future returns, and the longer the investment horizon, the larger the role of valuations.

(This has to do with the implications for expected returns.)

Today's Stocks & Topics: COF - Capital One Financial Corp., Market Wrap, ONEV - SPDR Russell 1000 Low Volatility Focus ETF, EVR - Evercore Inc. Cl A, ODFL - Old Dominion Freight Line Inc., Why It Matters that Large-Growth Stocks Are Overvalued, FFIV - F5 Inc., CINF - Cincinnati Financial Corp., The Treasury Refunding Announcement, CSCO - Cisco Systems Inc., HPQ - HP Inc., Tech Base Trend, HEES - H&E Equipment Services Inc., Investors are Back.


Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/
Advertising Inquiries: https://redcircle.com/brands
Privacy & Opt-Out: https://redcircle.com/privacy
  continue reading

1596 episodes

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