En iyi Smead podcastleri (2024)

Chief Investment Officer William Smead writes this missive explainging to investors what is being shared in the markets.Smead Capital Management tarafından oluşturuldu

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SCM Missive | 1982 or 2009 - Pick Your Poison 6:07

Play Pause

15y ago6:07

6:07

Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Cult Stocks 3:54

15y ago3:54

3:54

Chief Investment Officer William Smead writes this missive explainging to investors what a Cult Stock is.Smead Capital Management tarafından oluşturuldu

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SCM Missive | The Greatest Bull Market that No One Loved 6:26

15y ago6:26

6:26

Chief Investment Officer William Smead writes this missive to explain to investors how unloved this bull market isSmead Capital Management tarafından oluşturuldu

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SCM Missive | Peak Oil Mini-Me Part 2 6:23

15y ago6:23

6:23

Chief Investment Officer William Smead writes this missive to explain the continued enthusiasm for oil.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Bi-Polar Sentiment Readings 5:23

15y ago5:23

5:23

Chief Investment Officer William Smead writes this missive to explain the contradiction between professional and individual investorss.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Solving the Common Stock Mystery 5:17

15y ago5:17

5:17

Chief Investment Officer William Smead writes this missive to present some interesting information heard in the recent weeks.Smead Capital Management tarafından oluşturuldu

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SCM Missive | The Correction that Refreshes 4:44

15y ago4:44

4:44

Chief Investment Officer William Smead writes this missive to show some reasons why the market may need to take a breather.Smead Capital Management tarafından oluşturuldu

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SCM Missive | The S and P 500 Value Index Tells the Story 6:03

15y ago6:03

6:03

Chief Investment Officer William Smead writes this missive to show the bifurcation present in the S and P 500 Index today.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Mythical Argument 6:03

15+ y ago6:03

6:03

Chief Investment Officer William Smead writes this missive to talk about the possible myth of the disappearance of the consumer for some time to come.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Best Performing Sectors in Bull Markets 5:35

15+ y ago5:35

5:35

Chief Investment Officer William Smead writes this missive to show investors what he believes are the best opportunities in the next bull market.Smead Capital Management tarafından oluşturuldu

1
SCM Missive | Playing Emerging Markets 4:38

15+ y ago4:38

4:38

Chief Investment Officer William Smead writes this missive to show investors the opportunity for healthcare across the world.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Long Bears 5:25

15+ y ago5:25

5:25

Chief Investment Officer William Smead writes this missive to help investors understand the reflation trade.Smead Capital Management tarafından oluşturuldu

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SCM Missive | The Parable of the Stock Market Sower 7:48

15+ y ago7:48

7:48

Chief Investment Officer William Smead writes this missive to help investors understand the process of long-term wealth creationSmead Capital Management tarafından oluşturuldu

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SCM Missive | The Wrong Premiums 4:25

15+ y ago4:25

4:25

Chief Investment Officer William Smead writes this missive to talk about what companies the market has been placing a premium on in relation to what normally has a premium attached to it.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Monopoly Money 6:16

15+ y ago6:16

6:16

Chief Investment Officer William Smead writes this missive to talk about what he believes the likely hood of high inflation will be.Smead Capital Management tarafından oluşturuldu

1
SCM Missive | Peak Oil Mini-Me 6:16

15+ y ago6:16

6:16

Chief Investment Officer William Smead writes this missive to bring Austin Powers into the fold of the peak oil theory.Smead Capital Management tarafından oluşturuldu

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SCM Missive | Stomach Reinforcement 6:55

15+ y ago6:55

6:55

Chief Investment Officer William Smead writes this missive to give them reinforcement from Jeremy Grantham of GMO.Smead Capital Management tarafından oluşturuldu

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