Investing Unscripted

50. Running Away From Fires


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In episode 45, Running Towards Fires, Jason and Jeff talked about finding opportunities to buy when the consensus was to sell. In this week's show, they discuss how so many investors are running the other way, paying a hefty premium for low-growth, "blue-chip" stocks that are likely to deliver underperforming returns going forward, looking for dividend stocks, and otherwise searching for safety in what Jason says is "the wrong way." Should you be buying growth stocks again? Holding cash and being patient? Jeff and Jason share their thoughts on this complicated topic. 

After the break, we answer three listener-submitted questions about foreign taxes, selling stocks at nosebleed valuations only to buy back when they're cheaper, and evaluating different companies based on valuation. 

Companies mentioned: AMZN, COST, CRWD, DDOG, HD, LOW, PG, WMT
We would love feedback on the show. Share with us at: 

Twitter: @smatteringshow 


Check out our YouTube channel for more content: 

https://www.youtube.com/@TheSmatteringShow


Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio


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Investing UnscriptedBy Jason Hall and Jeff Santoro

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