MI246: Are The FANG Stocks Dead? w/ Lance Roberts

<p><strong>IN THIS EPISODE, YOU’LL LEARN: </strong></p><ul><li>02:16 - Why the valuation gap between value and growth is wider than ever.&nbsp;</li><li>02:28 - Why Lance doesn’t think the FANG stocks are dead.&nbsp;</li><li>06:11 - How the rise in flows into passive indexing impacts the FANG stocks performance.&nbsp;</li><li>20:00 - Lance’s current assessment of the market and his outlook into 2023.&nbsp;</li><li>27:39 - How Lance is positioning his investments heading into 2023.&nbsp;</li><li>33:42 - His 7 rules to navigate investing in a bear market.&nbsp;</li><li>42:47 - The decomposition of returns in the S&amp;P 500.&nbsp;</li><li>50:54 - The increasing importance of share buybacks in driving returns.&nbsp;</li><li>54:14 - The pros and cons of share buybacks vs dividends for shareholders.&nbsp;</li><li>And much, much more!&nbsp;</li></ul><p><br></p><p><em>*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><ul><li>Check out: <a href="https://realinvestmentadvice.com/insights/podcasts/" rel="noopener noreferrer" target="_blank"><strong>RIA Advice</strong>.</a></li><li>Lance’s Youtube Channel: <a href="https://www.youtube.com/c/therealinvestmentshow" rel="noopener noreferrer" target="_blank"><strong>Real Investment Show with Lance Roberts</strong></a>.</li><li>Lance’s Podcast: <a href="https://realinvestmentadvice.com/insights/podcasts/" rel="noopener noreferrer" target="_blank"><strong>Real Investment Show with Lance Roberts</strong>.</a></li><li>Related Episode: <a href="https://www.theinvestorspodcast.com/millennial-investing/deep-dive-into-apple-and-google-stocks/" rel="noopener noreferrer" target="_blank"><strong>&nbsp;Deep Dive Into Apple &amp; Google w/ Logan Kane.</strong></a><strong> -</strong><a href="https://www.theinvestorspodcast.com/millennial-investing/deep-dive-into-apple-and-google-stocks/" rel="noopener noreferrer" target="_blank"> <strong>MI239</strong></a>.</li></ul><p>&nbsp;</p><p>