What are the tangible and intangible factors that have contributed to long-term U.S. stock market outperformance compared to the rest of the world? Despite these advantages, why might we still want to continue to be globally diversified? Show Notes American productivity still leads the world—The Economist The Outlook for Long-Term Economic Growth by Charles I. Jones—Federal Reserve Bank of Kansas City How Much Will Global Warming Cool Global Growth? by Ishan B. Nath, Valerie A. … [Read more...]
502: Should You Invest in Nuclear Energy?
Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it? Topics covered include: Show Notes Microsoft in deal for Three Mile Island nuclear power to meet AI demand by Myles McCormick and Jamie Smyth—The Financial Times Nuclear Power Was Once Shunned at Climate Talks. Now, It’s a Rising Star. by Brad Plumer—The New York Times Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad … [Read more...]
501: Strategy and Systems Want Your Money
We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions. Show Notes Ruminating on Asset Allocation by Howard Marks—Oaktree Capital Michael E. Porter—Harvard Business School This Is Strategy by Seth Godin—Simon & Schuster Victor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor … [Read more...]
500: The S&P 500 Index and the Decade Ahead
In the 500th episode of Money for the Rest of Us, we focus on the S&P 500 Index. How has the index changed, and why have U.S. stocks performed so well? Will U.S. stocks only return 3% in the next decade, as Goldman Sachs predicts. We also discuss major themes covered on Money for the Rest of Us over 500 episodes and what are our plans for the future. Thanks for being a part of Money for the Rest of Us over the past decade. Show Notes Select Sector Indices Consultation on … [Read more...]
499: What Makes an Economy Prosperous? Spotlight on Cuba and Argentina
We explore eight things that contribute to a healthy, growing economy and where Cuba and Argentina have fallen short. Topics covered include: Show Notes Cuba is out of supplies and out of ideas—The Economist Cuba plunged into crisis by long power blackouts by Ed Augustin—The Financial Times Power Outage Plunges All of Cuba Into Darkness by Frances Robles—The New York Times Why Economic Sanctions Backfire: The Role of Emigration in the Venezuelan Case by Nicolás … [Read more...]
498: What I Learned Investing in the Past Decade
David shares how his investing has changed over the past ten years and lessons you can apply to your portfolio. Here are the ten lessons: Show Notes The Investor Podcast 668: What I Learned About Investing w/ Stig Brodersen Episode Sponsors NetSuite Delete Me – Use code David20 to get 20% off Related Episodes 454: How To Invest – Ten Rules of Thumb for Individual Investors 423: A “Safe” 6% Yield: The Case for Investment Grade CLOs 372: When Should You … [Read more...]
497: How to Fix the Retirement Savings Crisis
Why 401k and other defined contribution schemes are flawed, leading to a generation of workers unprepared for retirement. What are the solutions to fix the mess. Topics covered include: Show Notes The Shift that Redefined Retirement Security by Shashwat Vidhu Sher—SSRN Was the 401(k) a Mistake? by Michael Steinberger—The New York Times Magazine Who Has Retirement Accounts? New Data Reveal Inequality in Retirement Account Ownership by Maria G. Hoffman, Mark A. Klee and … [Read more...]
496: Are You Taking Enough Aspirational Risk?
Why we need distinct risk buckets: balancing our natural loss aversion with the allure of opportunities that offer the potential for massive upside. Topics covered include: Show Notes Portfolio Selection by Harry Markowitz—The Journal of Finance, Vol. 7, No. 1. (Mar., 1952), pp. 77-91 Safety First and the Holding of Assets by A. D. Roy—Econometrica, Vol. 20, No. 3 (Jul., 1952), pp. 431-449 The Misbehavior of Markets: A Fractal View of Financial Turbulence by Benoit … [Read more...]
495: The Federal Reserve Cut Rates. What Should We Do Now?
What does the Federal Reserve's policy rate cut mean for our portfolios? Will interest rates keep falling? What changes should we make? Topics covered include: Show Notes Asset Camp FedWatch—CME Group Summary of Economic Projections—US Federal Reserve Investors may be getting the Federal Reserve wrong, again—The Economist Term Premium on a 10 Year Zero Coupon Bond—Federal Reserve Bank of St. Louis Yield to Maturity Is Always Received as Promised by Richard J. … [Read more...]
494: When to Sell Equity or Borrow: A Guide for Homeowners, Students, and Artists
How home equity investments, income share agreements, and music royalties work, and how they have elements of equity and debt. Topics covered include: Show Notes Unlock Product Guide—Unlock Point and Atalaya Capital Management Close Oversubscribed $141 Million Home Equity Investment Rated Securitization—Global Newswire What Colleges Should Know About Income Share Agreements and Private Education Loan Requirements by Rich Williams—Homeroom CFPB settles claims against … [Read more...]
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