90. VAS disappoints, avoiding a crash, US tech forever?
Topics discussed
Intro: The difficulty of timing the market
Welcome and overview of the mailbag questions
Question: Is VAS still a good long-term income play?
Comparing VAS and VHY performance over 5-10 years
Why past performance doesn't guarantee future results
The futility of comparing cash to investments short-term
Risks associated with investing in REITs
Hosts' personal portfolios and views on REITs
Historical context: US tech boom and market cycles
Comparing housing bubbles to tech market valuations
Managing expectations: Normal returns vs. crypto hype
Question: Should an 18-year-old start investing now?
Benefits of buying during market downturns
The uncertainty of predicting market crashes
Analyzing the AI bubble and major tech companies
Advice on starting investments despite fear
Understanding the scale of the US economy
Question: Is a 70/30 IVV/FANG allocation wise?
The risk of over-concentration in tech stocks
Rebalancing and the nature of index funds
Conclusion: The value of diversification
Outro and financial disclaimer
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