Long-Terms Secular Trends Are Alive and Well, Eaton Vance's Barton Says

The video discusses market trends, focusing on Tencent's performance and the impact of index ownership on market prices. It emphasizes the importance of identifying long-term mega trends like increased connectivity and ecommerce. The discussion highlights the significance of growth metrics over traditional valuation methods, using FANG stocks and Amazon as examples. The video concludes with an analysis of Amazon's unique market position and growth potential.

How do the growth rates of Fang stocks compare to the S&P 500?

What are the implications of rising interest rates and inflation on investment strategies?

What role does organic growth play in evaluating companies like Amazon?