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Why Warren Buffett Sold Apple And Bought This Sector | Cole Smead
Cole Smead, CEO of Smead Capital, discusses the long-term outlook of real equities returns, and which sectors offer the most attractive prospects relative to current valuations.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on August 27, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW COLE SMEAD:
Website: https://smeadcap.com/
X (@smeadcap): https://x.com/SmeadCap
X (@Cold_Smead): https://x.com/Cole_Smead
A Book with Legs podcast: https://open.spotify.com/show/2rm72xD...
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Concentration risk
6:00 - Less consolidation
10:30 - Biggest investment themes
14:20 - Valuations vs. Returns
17:55 - Highest real return businesses
20:05 - Hedging inflation
22:10 - Bonds
24:49 - What could cause market correction?
29:10 - Asset allocation
30:40 - Picking energy stocks
33:00 - Share buybacks
38:41 - Junk bond maturity wall
41:30 - A Book With Legs
#stocks #investing #economy
View all episodes
By The David Lin Report
4.5
2525 ratings
Cole Smead, CEO of Smead Capital, discusses the long-term outlook of real equities returns, and which sectors offer the most attractive prospects relative to current valuations.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on August 27, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW COLE SMEAD:
Website: https://smeadcap.com/
X (@smeadcap): https://x.com/SmeadCap
X (@Cold_Smead): https://x.com/Cole_Smead
A Book with Legs podcast: https://open.spotify.com/show/2rm72xD...
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Concentration risk
6:00 - Less consolidation
10:30 - Biggest investment themes
14:20 - Valuations vs. Returns
17:55 - Highest real return businesses
20:05 - Hedging inflation
22:10 - Bonds
24:49 - What could cause market correction?
29:10 - Asset allocation
30:40 - Picking energy stocks
33:00 - Share buybacks
38:41 - Junk bond maturity wall
41:30 - A Book With Legs
#stocks #investing #economy
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