Langford: Rising rates, higher inflation are changing the look of 'growth'

Noland Langford, chief executive officer at Left Brain Investment Research, says that changing economic conditions are forcing investors to re-evaluate growth, noting that higher interest rates require a discounting of future cash flows, dropping valuations. That translates into a changing of the portfolio, where investors need to focus on issues that have potential longer-run growth, and backing away from some of the hot growth winners from 2021.

NOW PLAYING

0:00 11:31

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

Detoxing Our World is an Inside Job

Feb 8, 2026 ·26m

Similar Podcasts

Canine Fitness Fanatics Podcast Hannah Johnson Do you think your dog might benefit from a little extra fitness? Maybe you want to tighten those left turns in agility or tighten their box turn in flyball? Or maybe they are a bit clumsy and just need a little more body awareness? Welcome to the Canine Fitness Fanatics podcast! With your host Hannah Johnson join us as we talk dog fitness and other areas of canine health too! Our mission is to help condition dogs to reduce the risk of injury and increase longevity, whether that’s in sporting dogs, working dogs or pet dogs. All dogs can benefit from a little extra fitness! Capital Ideas Podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures. CLO Level 3 Lessons Chinese Learn Online (CLO) Learn Mandarin Chinese with our unique structured immersion course. Each lesson continues where the previous one left off. Level 1 lessons are conducted mainly in English. Later levels in the course will be conducted in Chinese that was taught in earlier levels. The Driven To Draw Podcast: Self Improvement|Painting|Drawing|Visual Problem Solving|Unleashing the Creativity Within! Arvind Ramkrishna/Designer/Artist/Engineer The Driven to Draw Podcast will teach you how to solve problems visually, think outside the box, build your confidence, generate ideas, and innovate.You'll hear from top creative artists, designers, engineers, and photographers who share their techniques to create products, broaden their creative abilities, and share the benefits of thinking visually.No matter your background or area of expertise, Driven to Draw will be your constant motivator to help you become your best…and Unleash the Creative Within!

Frequently Asked Questions

How long is this episode of Left Brain Thinking?

This episode is 11 minutes long.

When was this Left Brain Thinking episode published?

This episode was published on January 5, 2022.

What is this episode about?

Can I download this Left Brain Thinking episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!