Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings

Podcast: Chit Chat Stocks · Brett Schafer and Ryan Henderson

Opublikowano: 2026-10-17

In this episode, Ryan Henderson and Jason Hall take a look at the 134 stocks in the S&P 500 currently in a 40% drawdown or worse. They also dive into the recent underperformance of homebuilders and wrap the episode with a game of rapid fire value play or value trap? (00:00) Introduction (02:24) Market Concentration in AI and Tech Giants (04:46) Opportunities in Oracle and Legacy Tech (07:36) Performance of Top Stocks and Sector Trends (10:10) Valuations and Future Outlook for Home Builders (15:12) Earnings Season Insights and Bank Security Issues <...