Yields, Car Tech, Bank Earnings, and ETFs (Podcast)
Bloomberg Intelligence
00:00
The Paper Tablet Is Your Favorite
Francis O, CEO of Craft Technologies and Sean O'Hara, President of PASER ETFs join us via the phone here. How you're viewing 2023 after what was for most investors, whether you're equity or fixed income was just a brutal 2022. What factors may be delivering better performance this year. The composition of the US stock market has been changing for four decades. It's mostly based now on intangible assets, not tangible assets. And so using free cash flow yield to buy companies at single digit PEs that actually earn more than the broad market in terms of earnings.
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