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 david@thedavidlinreport.com *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
