Don’t Get Caught In The Stock Trap – Do This Instead! Cole Smead
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Gold and silver are dumping… AI is sucking all the oxygen out of the market… and yet the Federal Reserve is cutting rates into a deficit-fuelled economy. What actually wins in this kind of environment?
Value investor Cole Smead of Smead Capital joins me to break down:
• Why the S&P 500 may deliver zero real returns for a decade
• Why the economy can remain strong even if the stock market breaks
• The biggest bubble no one is talking about: margin debt, credit card debt
• Why oil & Canadian energy stocks are wildly mispriced
• Who wins in inflation — labor vs capital
• And whether gold miners can finally deliver returns that beat gold itself
If capital is being destroyed in tech… the value has to flow somewhere else. Where is that opportunity hiding?
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Timestamps
00:00 Intro
00:31 Setting the Macro: Stock Market vs Economy
02:15 Why S&P 500 May Go Nowhere
04:21 Passive Ownership & Bubble Risk
06:28 The Coming Value Rotation
08:07 When Oil Prices Become QE for the People
09:55 The Fed: What They Really Want
12:18 Who Wins Inflation — Labor vs Capital
14:46 Oil: Forgotten, Under-Owned & Mispriced
18:20 The Capital Cycle: Why Low Prices Fix Low Prices
21:03 Mergers & Takeovers in Canadian Energy
23:52 Why Cole Doesn’t Own Gold Miners
26:14 Where Value Investors Should Focus Next
28:40 Where to Follow Cole
29:58 Outro
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