With many of the largest tech stocks falling over 20% year-to-date, is now the time to invest? Has the market changed to where tech investing is a safe bet?
Topics covered include:
What happened to NetflixWhat contributed to the astounding performance of large tech stocks since 2013How the largest contributors to overall stock market performance are always changingWhy the largest tech companies could fall even more from today's levelWhat are the valuations and sentiment toward large tech stocksWhat is complexity economics and how does it influence technologyHow younger investors and fractional trading have influenced the stock marketWhy stock splits are less effective today in driving up share prices
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Show Notes
Netflix stock plunges as subscribers quit by Julianne Pepitone and Aaron Smith—CNN Money
Netflix Explores a Version With Ads as Subscriber Base Shrinks by Joe Flint and Denny Jacob—The Wall Street Journal
No, you did not see the Netflix mess coming by Robert Armstrong—Financial Times
FANMAG: Because FAANGs Are So Yesterday—Dimensional
Complexity and the Economy by W. Brian Arthur
Rising Risk of Stagflation by Chris Brightman—Research Affiliates
"Fractional Trading" by Zhi Da, Vivian W. Fang, and Wenwei Lin
"Attention Induced Trading and Returns: Evidence from Robinhood Users" by Brad M. Barber, Xing Huang, Terrance Odean, and Christopher Schwarz
Retail Raw: Wisdom of the Robinhood Crowd and the COVID Crisis by Ivo Welch (NBER Working Paper No. 27866. September 2020, Revised October 2020)—National Bureau of Economic Research
Related Episodes
261: Is Value Investing Dead?
298: The Stock Market Is Not the Economy
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