Cole Smead, CEO of Smead Capital, discusses the long-term outlook of real equities returns, and which sectors offer the most attractive prospects relative to current valuations.
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*This video was recorded on August 27, 2024
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0:00) - Intro
0:50) - Concentration risk
6:00) - Less consolidation
10:30) - Biggest investment themes
14:20) - Valuations vs. Returns
17:55) - Highest real return businesses
20:05) - Hedging inflation
22:10) - Bonds
24:49) - What could cause market correction?
29:10) - Asset allocation
30:40) - Picking energy stocks
33:00) - Share buybacks
38:41) - Junk bond maturity wall
41:30) - A Book With Legs
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