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Dissecting Stock Returns: Financial Engineering or Genuine Growth?
Manage episode 387956612 series 2137790
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 volatile
- How interest rates, tax rates, and stock buybacks influence corporate profits and stock returns
- Why there are fewer publicly traded stocks
- How the increase in leveraged buyouts has impacted the economy
- How private equity funds use financial engineering to boost returns
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Show Notes
US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times
10-Year Stock Market Returns—Crestmont Research
Stock Average—Crestmont Research
Stock EPS Reality—Crestmont 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
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.
535 episoder
Manage episode 387956612 series 2137790
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 volatile
- How interest rates, tax rates, and stock buybacks influence corporate profits and stock returns
- Why there are fewer publicly traded stocks
- How the increase in leveraged buyouts has impacted the economy
- How 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
Show Notes
US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times
10-Year Stock Market Returns—Crestmont Research
Stock Average—Crestmont Research
Stock EPS Reality—Crestmont 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
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.
535 episoder
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