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    Explore "market valuations" with insightful episodes like "The Upside of Down Earnings: Plummeting Profits and Soaring Stocks" and "TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey" from podcasts like ""Many Happy Returns" and "We Study Billionaires - The Investor’s Podcast Network"" and more!

    Episodes (2)

    The Upside of Down Earnings: Plummeting Profits and Soaring Stocks

    The Upside of Down Earnings: Plummeting Profits and Soaring Stocks

    Stock markets go up because companies grow their earnings over the long term. But this year, the S&P 500 is rallying despite stocks reporting their third straight quarter of falling profits. Has the market just not noticed?

    We discuss whether an earnings recession should worry us and if it’s about to turn around.

    And in today’s Dumb Question of the Week: Are share buybacks equivalent to dividends?

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    This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.


    Copyright 2023 Many Happy Returns

    TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey

    TIP338: Current Market Conditions - 27 February 2021 w/ Stig and Trey
    On today’s show, Stig and Trey talk about the current state of the stock market. Specifically, they talk about how to interpret the low-interest rate environment, and why they don’t expect the stock market to have topped just yet.  IN THIS EPISODE, YOU’LL LEARN: Why billionaire Stanley Druckenmiller says that this market is the most difficult time ever to write a playbook for  Why commodities are priced to perform well Why there is an opportunity in emerging markets  How to estimate the correct discount rate  Ask The Investors: How should I position myself given the current market conditions? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Our last current market condition episode where Stig pitched Bank of America  Our interview with Annie Duke about resulting.  Stig’s pitch on Spotify Check out our 20 Best Finance Podcasts in 2021 NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Linkedin Marketing Solutions Fidelity Efani Shopify NDTCO Fundrise Wise NetSuite TurboTax Vacasa NerdWallet Babbel GET IN TOUCH WITH STIG AND TREY Stig: Twitter | LinkedIn Trey: Twitter | LinkedIn HELP US OUT! What do you love about our podcast? Here’s our guide on how you can leave a rating and review for the show. We always enjoy reading your comments and feedback! Learn more about your ad choices. Visit megaphone.fm/adchoices