David Lin | High Rates, Inflation Not Going Away Soon; This Sector To Outperform | Cole Smead @TheDavidLinReport | Uploaded September 2024 | Updated October 2024, 1 hour ago.
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.

Watch my last interview with Bill Smead, Chairman of Smead Capital Management: youtu.be/SG1ntL_6JVQ?si=eps4DKS7EuRrhvou

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: davidlinreport.substack.com
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report

FOLLOW COLE SMEAD:
Website: smeadcap.com
X (@smeadcap): https://x.com/SmeadCap
X (@Cold_Smead): https://x.com/Cole_Smead
A Book with Legs podcast: open.spotify.com/show/2rm72xDiRG8H3aEgJi95aK

FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): instagram.com/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