MI203: Megatrends & Thematic ETFs w/ Jay Jacobs
Millennial Investing - The Investor’s Podcast Network
IN THIS EPISODE, YOU’LL LEARN:
02:13 - Jason’s assessment of Amazon since Clay and he last spoke in November 2021.08:55 - Why Amazon’s stock performance has been lackluster the past couple of years.14:42 - Why Jason likes Zoom’s stock.34:12 - What Shopify’s growth runway is and what their competitive landscape looks like.43:41 - What companies Jason has been adding to during the bear market.49:53 - How layoffs and hiring freezes might affect the growth sector.53:33 - How Jason approaches investing during a bear market.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
EPISODE RESOURCES
Jason Moser’s Blog and Articles.Related Millennial Investing Episode: MI124: Is Amazon a Value Stock? w/ Jason MoserRelated Millennial Investing Episode: MI015: Start Investing In Individual Stocks W/ Jason MoserGet a FREE audiobook from Audible.Find Pros & Fair Pricing for Any Home Project for Free with Angi.Reclaim your health and arm your immune system with convenient, daily nutrition. Athletic Greens is going to give you a FREE 1 year supply of immune-supporting Vitamin D AND 5 FREE travel packs with your first purchase.Confidently take control of your online world without worrying about viruses, phishing attacks, ransomware, hacking attempts, and other cybercrimes with Avast One. https://avast.com/Help protect your family’s financial future with TD Term Life Insurance.Invest in high quality, cash flowing real estate without all of the hassle with Passive Investing.Push your team to do their best work with Monday.com Work OS. Start your free two-week trial today.Combine hundreds of search filters to quickly find better leads, close more deals, and unlock your investing potential with the power of PropStream!Our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Check out our favorite Apps and Services.Browse through all our episodes (complete with transcripts) here.New to the show? Check out our Millennial Investing Starter Packs.Support our free podcast by supporting our sponsors.Read this episode’s transcript and full show notes on our website.
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