1 hr 3 min

MI230: Buffett Indicator Says Stock Market is Overvalued w/ Lance Roberts Millennial Investing - The Investor’s Podcast Network

    • Investing

IN THIS EPISODE, YOU’LL LEARN:

09:18 - Understanding the basics of valuations and how to interpret price multiples. 

17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.  

25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels. 

31:35 - Why the Buffett Indicator is a valuable valuation tool and why it is saying markets are overvalued today. 

38:05 - The relationship between earnings and GDP and why EPS cannot grow faster than GDP in the long run.  

49:50 - Why Lance thinks bonds are the best investment right now and what investment strategy he recommends.

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out: RIA Advice.

Lance’s Youtube Channel: Real Investment Show with Lance Roberts.

Lance Podcast: Real Investment Show with Lance Roberts.

Related Episode: Studying SuperInvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica - MI148.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

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:

Toyota

Airbnb

Fundrise

NerdWallet

Yahoo! Finance

Public

NetSuite


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

IN THIS EPISODE, YOU’LL LEARN:

09:18 - Understanding the basics of valuations and how to interpret price multiples. 

17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.  

25:46 - What Lance thinks are some catalysts that could cause the market to mean revert to historically normal valuation levels. 

31:35 - Why the Buffett Indicator is a valuable valuation tool and why it is saying markets are overvalued today. 

38:05 - The relationship between earnings and GDP and why EPS cannot grow faster than GDP in the long run.  

49:50 - Why Lance thinks bonds are the best investment right now and what investment strategy he recommends.

And much, much more! 


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.

Check out: RIA Advice.

Lance’s Youtube Channel: Real Investment Show with Lance Roberts.

Lance Podcast: Real Investment Show with Lance Roberts.

Related Episode: Studying SuperInvestors, Investing Checklists, & Seritage Growth Properties w/ Tom Botica - MI148.


NEW TO THE SHOW?

Check out our Millennial Investing Starter Packs.

Browse through all our episodes (complete with transcripts) here.

Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.

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:

Toyota

Airbnb

Fundrise

NerdWallet

Yahoo! Finance

Public

NetSuite


HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! 
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

1 hr 3 min

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