Explore the surprising disconnect between China's booming economy and its underperforming stock market, and discover where the next investment opportunities lie. Topics covered include: How badly has China's stock market performed except for one remarkable decade What are the economic and governance factors that contributed to the underperformance Why it's too soon to write off China despite the structural headwinds What are the factors that contribute to economic growth and … [Read more...]
444: Natural Disasters: Are They Truly Increasing?
From raging wildfires to devastating floods, how are these natural events reshaping our financial landscape? What if anything, should we be doing with our investments as a result? Topics covered include: The devastating Maui wildfire: What are the factors that led to one of the deadliest wildfires in US history. Global wildfire trends: Are they really increasing? The data might surprise you. The role of insurance companies: Learn how the giants of the reinsurance world, like … [Read more...]
443: Five Surprising Insights About Stock Indexes and Funds
Some insights only come by having the right tools. We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead. Topics covered include: How index providers divide the stock universe into large and small, growth and value The difference between the price-to-earnings ratio and earnings yield and which is better How earnings volatility can impact annual earnings growth and what to use to estimate future earnings How … [Read more...]
442: Crisis-Proof Investing: Strategies for a Shaky Future
Given climate change and other risks, how should you invest for the next forty years? Topics covered include: What predictions from the last forty years came true and which didn't Why the next forty years will have a lot of similarities to the last forty years despite the promise of AI Why the scale and complexity of the world make big transitions away from oil, cement, and natural gas unlikely Why economic growth and consumption will likely continue leading to positive … [Read more...]
441: What If Social Security Had Been Privatized?
In 2005, Congress debated giving U.S. workers private savings accounts to invest their Social Security contributions in the stock and bond markets. Sixteen years later, we review how that would have worked out for workers. Topics covered include: How the public and private sectors are both critical for a functioning social security systems Which countries pay the highest social security benefits How have other privatized social security plans worked out around the world How … [Read more...]
440: Beware of Platform Risk
How to mitigate the risk of investing on crowdfunding platforms where there is little transparency on the underlying financial health of the platform company. Topics covered include: What is the platform economy How blitzscaling and an over-reliance on venture capital funding led to Peer Street's bankruptcy What happens next for investors on Peer Street's platforms How individuals and businesses can mitigate the risk of investing or conducting business on … [Read more...]
Portfolio Trade: Adding AI Influenced Growth Stock ETFs
439: How and Why to Invest in AI
AI models like ChatGPT could lead to massive productivity gains, accelerated economic growth, and higher stock returns. Here's how to invest in AI. Topics covered include: How workers are already using AI models like ChatGPT to boost productivity Why ChatGPT is better at search than Google for certain queries How AI models will change the economic narrative What are ways to invest in AI, including specific ETFs Show Notes Sarah Silverman Sues OpenAI and Meta Over … [Read more...]
437: How to Live Like You Are Already Retired
How to create and sustain a life of freedom and happiness that you don't want to retire from. Topics covered include: What are the physical and mental aspects of living like you are already retired What is the good life, and what are the basic goods that contribute to it How we handle time is the key to the good life and living like we are already retired Show Notes Politics by Aristotle How Much is Enough? Money and the Good Life by Robert … [Read more...]
436: Revisiting Carbon, SPACs, Silver, Convertible Bonds, and Frontier Markets
We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets. Topics covered include: What has been the performance of these five asset types since they were discussed on the podcast two to three years ago What are the underlying performance drivers and expected returns going forward Which asset types are most and least attractive Episode iframe Show Notes Initial Public Offerings: Updated Statistics by Jay R. … [Read more...]
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