When is it a Trend? When is it Hype?

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enthusiasm that far surpasses the industry’s progress. Jon, Matt, and Tyler share war stories of the hype cycles they got caught up in and how investors can avoid that fate. Plus, Lennar’s earnings in a rate hike cycle and the mailbag.

Have a question? Email us; podcasts@fool.com

Tyler Crowe, Matt Frankel, and Jon Quast discuss:

- Homebuilders in a rate hike cycle.

- Are there housing stocks that aren’t playing the waiting game?

- Hype cycles vs. durable trends

- What part of the cycle fits you best?

- Mailbag: Pullback stock ideas.

Companies discussed: LEN, FIGR, UPST, INVH, AMH, OKLO, PTON, FIVE, XYZ, MELI, AXON, BN

Host: Tyler Crowe

Guests: Jon Quast, Matt Frankel

Engineer: Dan Boyd