Dissecting Stock Returns: Financial Engineering or Genuine Growth?
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Description
Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth?How corporate profit growth is linked to economic growth, even though corporate profits are more volatileHow interest rates, tax rates, and stock buybacks influence corporate profits and stock returnsWhy there are fewer publicly traded stocksHow the increase in leveraged buyouts has impacted the economyHow private equity funds use financial engineering to boost returns Sponsors NetSuite – Get your free KPI checklists LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Insiders Guide Email Newsletter Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter Our Premium Products Asset Camp Money for the Rest of Us Plus Show Notes US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times End of an Era: The Coming Long-Run Slowdown in Corporate Profit Growth and Stock Returns by Michael Smolyansky—The Federal Reserve 10-Year Stock Market Returns—Crestmont Research Stock Average—Crestmont Research Stock EPS Reality—Crestmont Research What Matters More for Emerging Markets Investors: Economic Growth or EPS Growth? by Jason Hsu Jay Ritter Phillip Wool Yanxiang Zhao—Portfolio Management Research Nominal Gross Domestic Product for United States—FRED Economic Data The Secretive Industry Devouring the U.S. Economy by Rogé Karma—The Atlantic Key Drivers Behind Widespread Adoption Of NAV Financing by Matthew K Kerfoot—Proskauer The Inevitable Rise of NAV Financing by Patricia Teixeira and Anastasia Kaup—Ropes & Gray HAVE EXCHANGE-LISTED FIRMS BECOME LESS IMPORTANT FOR THE ECONOMY? by Frederik P. Schlingemann and René M. Stulz—NBER LBOs Make (More) Companies Go Bankrupt, Research Shows by Alicia McElhaney—Institutional Investor Leveraged buyouts and financial distress by Brian Ayash and Mahdi Rastad—ScienceDirect See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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There is no podcast episode this week, but we have a live webinar on stock market investing this Friday, May 3, 2024 at 11:00AM Pacific time. You can learn more and sign up at Assetcamp.com/webinar. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at...
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