The pros and cons of investing your retirement assets 100% in equity, including half in international stocks. Why the 4% spending rule is too aggressive. Topics covered include: Why historical asset class return studies that use only U.S. data are biased How researchers build a broader database to study retirement outcomes and spending rates How a 100% stock portfolio performed compared to balanced portfolios and target date funds Why investors should have half their assets … [Read more...]
458: Dissecting Stock Returns: Financial Engineering or Genuine Growth?
Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth? Topics covered include: How corporate profit growth is linked to economic growth, even though corporate profits are more volatile How interest rates, tax rates, and stock buybacks influence corporate profits and stock returns Why there are fewer publicly traded stocks How the increase in leveraged buyouts has impacted the economy How private … [Read more...]
457: AI’s Fork in the Road: Societal Bliss or Existential Threat
One year after the release of ChatGPT, we explore the positive and negative paths AI could take and what individuals can do to assist with a positive outcome. Topics covered include: How David uses AI to increase his personal productivity The societal and economic impacts of AI, including its potential to enhance corporate profitability and individual productivity Changes at OpenAI's executive level are examined, highlighting a shift in the organization's direction and … [Read more...]
456: Is Tourism Harmful or Helpful? The Economic and Cultural Impact of Global Travel
What are the economic and cultural benefits of tourism. What are the downsides to too much tourism. How to find the right balance. Topics covered include: How short-term rentals have changed tourism How cities grapple with too many short-term rentals What is the outlook for short-term rentals How much does tourism contribute to economic output How can tourism be harmful and helpful The example of Cuba Show Notes International tourism revenue, percent of GDP - … [Read more...]
455: Easier Investing, Richer Life: TIPS Ladders to Annuities
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
- « Previous Page
- 1
- …
- 3
- 4
- 5
- 6
- 7
- …
- 72
- Next Page »
