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Happy Friday! We are back with another episode of the Long Term Investing Podcast. In today's episode, Ernest and I, talk about Factor Investing and have a feature discussion about Netflix. The stock market rally in 2023 has caught everyone off guard, we review what's working and what's not and what companies are saying about a possible downturn to come. We also do our best to describe what a Factor is and how important Factors are to portfolio management. Finally, we spend some quality time with Netflix. Its stock has doubled since last June, is there more to come? We sure hope so and more!
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Happy Friday! We are back with another episode of the Long Term Investing Podcast. In today's episode, Ernest and I, talk about Factor Investing and have a feature discussion about Netflix. The stock market rally in 2023 has caught everyone off guard, we review what's working and what's not and what companies are saying about a possible downturn to come. We also do our best to describe what a Factor is and how important Factors are to portfolio management. Finally, we spend some quality time with Netflix. Its stock has doubled since last June, is there more to come? We sure hope so and more!
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