{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"2-12-26 The Value Rotation Illusion","description":"\u201cValue is back,\u201d the headlines say\u2014so investors rush from mega-cap growth into \u201cboring\u201d staples, utilities, and healthcare. But here\u2019s the problem: sector labels aren\u2019t valuation metrics. In many cases, the so-called \u201cvalue rotation\u201d is an illusion\u2014because investors may be rotating into expensive stocks while selling the actual value hiding inside \u201cgrowth.\u201d Lance Roberts &amp;amp; Michael Lebowitz break down why value and growth aren\u2019t mutually exclusive, and why the market\u2019s favorite shortcut\u2014\u201cdefensives = value, tech = growth\u201d\u2014can lead to costly portfolio mistakes. 0:00 - INTRO 0:19 - Employment Numbers Surprise 6:01 - Why We're Setting Up for a Dollar Rally 14:05 - Gasoline Price Comparisons 15:59 - Value Stocks &amp;amp; Market Rotations 19:36 - Defining &quot;Growth&quot; vs &quot;Value&quot; 21:22 - Buying the Future, not the Past 22:38 - The Problem w Forward Earnings 28:06 - How Passive Flows Drive Markets Higher 32:01 - Overbought Markets Can Remain So for a Long Time 35:01 - How the Dow Industrials Have Shifted 37:57 - Employment is Not as Strong as Hoped (It's garbage) 39:57 - Expect Revisions Next Year 43:11 - Friday Inflation-Truflation Report Preview 45:34 - ISM Index Anecdotal Evidence &amp;nbsp; Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA&amp;nbsp; Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2\/21\/26: https:\/\/streamyard.com\/watch\/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https:\/\/youtube.com\/live\/2133YnloEBo?feature=share ------- Articles mentioned in this report: &quot;BLS Labor Report Defies Consensus&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/bls-labor-report-defies-consensus\/  --- Watch our previous show, &quot;Q&amp;amp;A Wednesday: You Ask 'em, We'll Answer,&quot; here: https:\/\/www.youtube.com\/watch?v=6sI0zNQTCyE&amp;amp;list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&amp;amp;index=1  -------- The latest installment of our new feature, Before the Bell, &quot;Dollar Rally Risk - Overbought Markets,&quot; is here:&amp;nbsp; https:\/\/youtu.be\/ioOGa5YHzDI ------- Visit our E-book Library (no library card required!) https:\/\/realinvestmentadvice.com\/ria-e-guide-library\/ -------- SUBSCRIBE to The Real Investment Show here: http:\/\/www.youtube.com\/c\/TheRealInvestmentShow -------- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https:\/\/www.simplevisor.com\/register-new -------- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #USdollar #MarketTechnicalAnalysis #MeanReversion #PortfolioRiskManagement #GoldAndSilver #ValueInvesting #StockMarket #PortfolioStrategy #Valuation #InvestingEducation ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/40087685\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/40087685"}