US Stocks
topic on 5 shows · 8 statements across 8 episodes
Startups For the Rest of Us 
Capital Allocators 
the a16z Podcast 
All-In 
20VC
8 statements about US Stocks, every show
Rowan: Top 10 stocks account for nearly 50% of S&P 500
“10 stocks right now in the US are nearly 50% of the S&P, and they're all levered to the same trend.”
Grantham: Investors should own non-US and emerging value stocks
“For a long time now, you should be owning non-US stocks, developed value stocks, and emerging country value stocks.”
Sacks: AI accounts for 40% of 2025 US GDP growth and 80% of stock gains
“40% of US GDP growth this year is AI. And AI companies have accounted for 80% of the gain in US stocks this year.”
Maggiulli: Tech founders holding US equities double down on startup risk
“If you have a tech startup, and like, tech is mostly the US economy now, you're kind of, if you own US stocks, you're kind of doubling down on your, what you're already doing, which is your income, right? So I actually could make an argument for why you might …”
Tenev: Stock tokens will become the primary non-US access to US assets
“In the same way, I think stock tokens will become the best way to get exposure to US stocks and other assets.”
Hoggett: UK stamp duty perversely taxes domestic stock investments over foreign ones
“Stamp duty is a perversity in the UK. We charge people to invest in UK stocks, but we don't charge them to invest in US stocks or European stocks.”
Bank: Next decade will require alpha engines amid persistent inflation volatility
“More inflation volatility likely. Higher interest rates for longer likely. U.S. Stocks have a huge valuation premium relative to the rest of the world. Maybe that persists, but maybe it doesn't. And maybe expected returns going forward are lower. And maybe you…”
Spitz: International stocks are significantly more attractive than U.S. equities
“One thing I would say is, at least from the valuation work that we do, we think the international stocks are a good bit more attractive than U.S. Stocks, so you can obviously do that on a relatively low cost basis as well.”