"There's A Lot Of Room For Stocks To Fall" As Profit Margins Are Unsustainable | Eric Cinnamond

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Growth stocks have far out-performed value stocks in recent years.

Similarly, large cap stocks have trounced small caps.

Will that dichotomy continue? Or will the pendulum finally swing back to give value & small cap investors their day in the sun?

For perspective, we welcome Eric Cinnamond to the program today. Eirc is founder and co-CEO of Palm Valley Capital Management.

#earnings #valueinvesting #growthstocks

0:00 - Acknowledgment of Dave Collum
2:20 - Economy and financial markets assessment
4:20 - Palm Valley’s value investing approach
10:02 - Stock market overvaluation and cash strategy
15:37 - Potential triggers for valuation correction
22:21 - Corporate buybacks’ market impact
28:01 - Opinion on buybacks’ legitimacy
31:40 - Defense of value investing
35:01 - Affordability crisis and corporate trends
41:05 - Wealth inequality and market risks
48:18 - Market outlook for 2025
54:11 - Where to follow Cinnamond’s work
55:07 - Closing and viewer guidance
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