Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth?<ul><li>How corporate profit growth is linked to economic growth, even though corporate profits are more volatile</li><li>How interest rates, tax rates, and stock buybacks influence corporate profits and stock returns</li><li>Why there are fewer publicly traded stocks</li><li>How the increase in leveraged buyouts has impacted the economy</li><li>How private equity funds use financial engineering to boost returns</li></ul>Sponsors<a href="https://netsuite.com/david" rel="noopener noreferrer" target="_blank">NetSuite – Get your free KPI checklists</a>LinkedIn Jobs –&nbsp;<a href="https://linkedin.com/david" rel="noopener noreferrer" target="_blank">Use this link to post your job for free on LinkedIn Jobs</a>Insiders Guide Email NewsletterGet our&nbsp;<a href="https://moneyfortherestofus.com/insiders-guide/" rel="noopener noreferrer" target="_blank">free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter</a>Our Premium Products<a href="https://assetcamp.com/" rel="noopener noreferrer" target="_blank">Asset Camp</a><a href="https://moneyfortherestofus.com/hub/" rel="noopener noreferrer" target="_blank">Money for the Rest of Us Plus</a>Show Notes<a href="https://www.ft.com/content/e22d8e6e-3265-41d7-a468-bd861a88dba0" rel="noopener noreferrer" target="_blank">US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times</a><a href="https://www.federalreserve.gov/econres/feds/end-of-an-era-the-coming-long-run-slowdown-in-corporate-profit-growth-and-stock-returns.htm" rel="noopener noreferrer" target="_blank">End of an Era: The Coming Long-Run Slowdown in Corporate Profit Growth and Stock Returns by Michael Smolyansky—The Federal Reserve</a><a href="https://www.crestmontresearch.com/docs/Stock-Rolling-Components.pdf" rel="noopener noreferrer" target="_blank">10-Year Stock Market Returns—Crestmont Research</a><a href="https://www.crestmontresearch.com/docs/Stock-Average.pdf" rel="noopener noreferrer" target="_blank">Stock Average—Crestmont Research</a><a href="https://www.crestmontresearch.com/docs/Stock-EPS-Reality.pdf" rel="noopener noreferrer" target="_blank">Stock EPS Reality—Crestmont Research</a><a href="https://www.pm-research.com/content/iijpormgmt/48/8/11" rel="noopener noreferrer" target="_blank">What Matters More for Emerging Markets Investors: Economic Growth or EPS Growth? by Jason Hsu Jay Ritter Phillip Wool Yanxiang Zhao—Portfolio Management Research</a><a href="https://fred.stlouisfed.org/series/NGDPSAXDCUSQ" rel="noopener noreferrer" target="_blank">Nominal Gross Domestic Product for United States—FRED Economic Data</a><a href="https://www.theatlantic.com/ideas/archive/2023/10/private-equity-publicly-traded-companies/675788/" rel="noopener noreferrer" target="_blank">The Secretive Industry Devouring the U.S. Economy by Rogé Karma—The Atlantic</a><a href="https://www.proskauer.com/pub/key-drivers-behind-widespread-adoption-of-nav-financing" rel="noopener noreferrer" target="_blank">Key Drivers Behind Widespread Adoption Of NAV Financing by Matthew K Kerfoot—Proskauer</a><a href="https://www.ropesgray.com/en/insights/podcasts/2023/09/the-inevitable-rise-of-nav-financing" rel="noopener noreferrer" target="_blank">The Inevitable Rise of NAV Financing by Patricia Teixeira and Anastasia Kaup—Ropes & Gray</a><a href="https://www.nber.org/system/files/working_papers/w27942/w27942.pdf" rel="noopener noreferrer" target="_blank">HAVE EXCHANGE-LISTED FIRMS BECOME LESS IMPORTANT FOR THE ECONOMY? by Frederik P. Schlingemann and René M. Stulz—NBER</a><a href="https://www.institutionalinvestor.com/article/2bswdyzrxjjh0cc1n1lvk/corner-office/lbos-make-more-companies-go-bankrupt-research-shows" rel="noopener noreferrer" target="_blank">LBOs Make (More) Companies Go Bankrupt, Research Shows by Alicia McElhaney—Institutional Investor</a><a href="https://www.sciencedirect.com/science/article/abs/pii/S1544612320301549" rel="noopener noreferrer" target="_blank">Leveraged buyouts and financial distress by Brian Ayash and Mahdi Rastad—ScienceDirect</a>See Privacy Policy at <a href="https://art19.com/privacy" rel="noopener noreferrer" target="_blank">https://art19.com/privacy</a> and California Privacy Notice at <a href="https://art19.com/privacy#do-not-sell-my-info" rel="noopener noreferrer" target="_blank">https://art19.com/privacy#do-not-sell-my-info</a>.

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Dissecting Stock Returns: Financial Engineering or Genuine Growth?

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