What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize. Topics covered include: Why the stock market is more risky than many people realize Is it too late to invest in TIPS as one advisor suggests How TIPS and TIPS ladders work How immediate annuities work The pros and cons of a TIPS ladder versus an immediate … [Read more...]
454: How To Invest – Ten Rules of Thumb for Individual Investors
We discuss ten rules of thumb for individual investors to consider when saving and investing for and in retirement. Here are the ten rules of thumb: Don't use institutional hand-me-downs Stay close to home base Beware of dragon risk Mind your investment seasons Catch the popping corn Watch for market swarms Track the economic winds Follow the traffic lights Diversify your baskets Don't burn your ships Show Notes How to Invest Money … [Read more...]
453: The Price of Money – 700 Years of Falling, Can Interest Rates Keep Rising?
Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar. Topics covered include: How the supply of savings and the demand to borrow impact interest rates Why have interest rates been falling for over 700 years, and what might have changed recently to propel rates higher How lower rates have helped households increase their net worth and reduce their … [Read more...]
Portfolio Trade: Adding to TIPS Exposure
452: Beyond Stocks: The Allure and Strategy of Credit Investments
Investing in non-investment grade bonds, leveraged loans, and preferred stocks is potentially more compelling than investing in common stocks at present. Topics covered include: Why Howard Marks told institutional clients to sell stocks and buy high-yield bonds instead The contractual agreements comprising bonds, leveraged loans, and preferred stock give them an advantage relative to common stocks How preferred equity exhibits attributes of both bonds and common stocks What … [Read more...]
Portfolio Trade: Adding to Existing Equity REIT and Preferred Stock Holdings
451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market
Our allocation to risky assets should vary based on the expected return, volatility, risk aversion, and how much we can earn risk-free. That means we should be taking less risk right now. Listen to learn why. Topics covered include: Why there are so few billionaires Why the hedge fund Long Term Capital Management imploded Why how much to invest is more important than where to invest How the Merton share formula can assist with determining what percent of our wealth to invest … [Read more...]
450: How Higher Interest Rates Alter Our Financial Blueprint
We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs. Topics covered include: Where current interest rates stand Central banker predictions for how long cash yields will stay this high Why housing is the least affordable since the early 1980s Why new apartment building construction has collapsed What has been the excess return for stocks, … [Read more...]
449: The House of Cards: Evaluating Economic and Financial Warning Signs
What are the economic and financial system early warning signs that we should heed rather than get caught up in fearmongering? When should we start to worry about ballooning budget deficits, the national debt, a currency collapse, or the stock market? Topics covered include: Signals to monitor to see if things are falling apart How much government debt is too much and why interest rates are key Why central banks don't control the stock market Why the dollar remains dominant, … [Read more...]
448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium
Why you might want to lock in higher yields now, given real interest rates are the highest they have been in 15 years. Topics covered include: What was covered this year at the Federal Reserve Jackson Hole Symposium What are the primary policy actions central banks take, and how do they influence interest rates What is the neutral real rate of interest, and why is it important Why new ideas are central to an increasing standard of living What would drive interest rates … [Read more...]
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