FAANG Stocks in Early 2022

Paul and Arlene talk about how some large U.S. companies have struggled recently and don’t seem set up to provide the kinds of returns people are hoping for long term, even though most investment products and investors are still overweight in this area. Paul covers some recent bumps in the road such as labor participation, consumer trends, and how inflation and currency valuation can create unpredictability between the U.S. and international markets. Later in the show, Paul talks about a record increase in housing prices in 2021.

 

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