Stock Market May 2022 – Is the Sky Falling Chicken Little?

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Manage episode 330492265 series 3257207
Thông tin tác giả Spark Partners, Adam Hartung, and Manny Teran được phát hiện bởi Player FM và cộng đồng của chúng tôi - bản quyền thuộc sở hữu của nhà sản xuất (publisher), không thuộc về Player FM, và audio được phát trực tiếp từ máy chủ của họ. Bạn chỉ cần nhấn nút Theo dõi (Subscribe) để nhận thông tin cập nhật từ Player FM, hoặc dán URL feed vào các ứng dụng podcast khác.

2022 has been terrible for equity holders. The DJIA down 15%; S&P down 18%. After the longest bull run in stock history, the bears are taking over. And no stocks have been hit harder than growth stocks. Does that mean our mantra of “grow, grow, grow” was wrong – or is now out of date?

This podcast explains why events unrelated to company performance are driving down growth company valuations. From demographics (aging people who want to lock-in gains,) to untaxed investment companies focused on quarterly performance, to fears of inflation, recession and never-ending wars there look to be ample reasons why investors sell.

But the long-term trends have not changed. Listen and be reminded that you still want to be mobile, connected to friends and co-workers, entertained at your leisure, working and shopping from home – all trends that will drive growing demand for the growth companies we have admired and held up as role models. You should avoid knee-jerk reactions to higher commodity prices and realize that long-term the value always goes to those who deliver on trends. That’s why Spark Partners is still betting on the growth companies – from Apple to Amazon, Alphabet to Meta and Netflix – while eschewing off-trend current darlings like Exxon and ADM

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