#290 – Bill Smead, Smead Capital Management - There’s Less Respect For Stock Picking Experts Right At This Moment Than There Has Been Since The Peak Of The Dot-Com Bubble

<div>In episode 290, we welcome our guest, Bill Smead, the Chief Investment Officer for Smead Capital Management. <br /> <br /></div> <div>In today’s episode, Bill explains why he believes the market is undergoing a tide change. He starts with a look back on the 2000 tech bubble and uses Cisco as an example of why it’s important to separate a good business from a good stock. After talking about parts of the market he doesn’t like, we move on to the parts he finds attractive, including home-builders, energy, suburban mall REITs, and financials. <br /> <br /></div> <div>As we wind down, Bill touches on the antitrust case for big tech and what the investment implications may be. <br /> <br /></div> <div>Please enjoy this episode with Smead Capital Management’s Bill Smead. </div>