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US Equity Market

topic on 2 shows · 3 statements across 3 episodes

Invest Like the Best Capital Allocators

3 statements about US Equity Market, every show

INVEST LIKE THE BEST Assertion Not checkable as stated
Positive real rate regimes yield 40 compounder stocks, compared to 120 under ZIRP
“In the world of Positive real rates, which is the entire history of the US equity market, except for that short period of time, which I don't know if we will see again. There's on average about 40 compounders, and during the period of time of free money, there…”
Henry Ellenbogen Dec 16, 2025 ▶ 1:12:26 Finding The 1% of Stocks That Matter | Henry Ellenbogen Interview · Invest Like The Best
CAPITAL ALLOCATORS Assertion Supported
Fundamental investors drive only 10% of U.S. equity trading volume today
“When I joined SANS back in 2006, I still remember it was something like 40% of trading volumes in the U.S. At that time were still being driven by fundamental investors. If you fast forward to today, it's maybe 10% of the market that's still doing that.”
Brian Christensen Jan 11, 2024 ▶ 39:46 Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
CAPITAL ALLOCATORS Assertion Supported
US equity retail participation fell from roughly 85% in 1907 to 15%
“I think the US has gone from in the 19 seventies, 50% retail to today, 15. And I think in 19 oh seven, it was something like 85% retail.”
Sir Paul Marshall Sep 21, 2020 ▶ 23:06 Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)

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