The Intrinsic Value Podcast - The Investor’s Podcast Network

MI237: Are We In an Index Fund Bubble? w/ Eric Balchunas


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IN THIS EPISODE, YOU’LL LEARN:

  • 08:42 - How index funds affect the underlying companies’ stock prices.
  • 21:31 - What single-stock ETFs are, what investors should know about these products. 
  • 24:11 - Are inverse ETFs a good way to bet against the market? 
  • 24:11 - The risks of using leveraged ETFs and why they may not perform as you expect. 
  • 29:17 - Why passive indexing is sometimes viewed as “weak hands” or “dumb money”.
  • 36:34 - Are we in a passive indexing bubble? 
  • 48:53 - Eric’s thoughts on Cathie Wood’s criticisms of ETFs calling them a “misallocation of capital”.
  • 50:54 - Is now the worst time to be a passive index investor? 
  • And much, much more!

  • *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


    BOOKS AND RESOURCES

    • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
    • Check out Eric’s book, The Bogle Effect.
    • Check out Bloomberg’s podcast, Trillions.
    • Bloomberg’s show, Bloomberg ETF IQ.
    • Related Episode: The Bogle Effect w/ Eric Balchunas - MI167.

    • NEW TO THE SHOW?

      • Check out our Millennial Investing Starter Packs.
      • Browse through all our episodes (complete with transcripts) here.
      • Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.
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      • Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
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          The Intrinsic Value Podcast - The Investor’s Podcast NetworkBy The Investor's Podcast Network

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