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...]
491: The Five Layers of Investing
We explore the five layers of investing, including which assets fit into each layer, and give examples of advertisements targeting each layer. The five layers are: Show Notes Asset Camp The Role of Emotions in Financial Decisions by David Tuckett—ResearchGate Morningstar Active Passive Barometer Episode Sponsors Monarch Money – Get an extended 30-day free trial LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs Related Episodes 486: … [Read more...]
484: 7 Steps to Living a Longer Life
Seven ways to increase the odds of living long into your retirement years (if you choose to retire). Show Notes Podcast Stats: How many podcasts are there?—Listen Notes Quality Over Quantity Is A Growth Strategy by Steven Goldstein—Amplifi Media Slow Productivity by Cal Newport—Penguin Random House Why our brains crave beauty, art and nature by Jemima Kelly—The Financial Times Why southern Europeans will soon be the longest-lived people in the world—The Economist What … [Read more...]
475: Inflation’s Illusion: Debunking the Normalcy of Currency Debasement
It is not normal to want prices to rise and currencies to lose their purchasing power. We look at the advantages of stable currencies and prices. Topics covered include: Show Notes Is Japan finally becoming a "normal" economy?—The Financial Times Broken Money by Lyn Alden A Complete Guide to Understanding and Protecting Against Inflation—Money for the Rest of Us Episode Sponsors LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs NetSuite … [Read more...]
473: Investing Fundamentals and What Is Attractive Now
In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets. Show Notes The Financial Quarterback Episode Sponsors NetSuite Monarch Money – Get an … [Read more...]
459: Listener Q&A 4
We close out 2023 by answering your questions on active vs passive management, market timing, investing for status, what we learned from Charlie Munger, thoughts on a coming recession, worst investment mistakes this year, recent books that changed us, and more. Topics covered include: Show Notes How the World Really Works by Vaclav Smil—Viking The Day the World Stops Shopping by J.B. Mackinnon—Harper Collins Earth for All: A Survival Guide for Humanity by … [Read more...]
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