How to decide whether to rent a house or apartment or purchase a home or condo. What has been the financial return from owning a house? Topics covered include: How much have home prices increased in major cities since 1980 What drove the greater than 50% jump in home prices in some U.S. cities since 2020 Why there aren't more new starter homes What will it take for the housing shortage to abate so houses can be more affordable Why now could be a more advantageous time to … [Read more...]
434: Don’t Be Afraid To Invest In Commercial Real Estate
Why equity real estate investment trusts should be part of your investment portfolio despite the office sector's struggles. Topics covered include: Why some office REITs are down 30% in 2023, and owners are walking away from buildings How commercial mortgages differ from residential mortgages The broad sector diversification found within equity REIT ETFs What have equity REITs performed long-term, and what drove those returns What is a reasonable return expectation for … [Read more...]
432: Are the Economy and Financial Markets Zero-Sum Games?
Does there need to be a loser for every winner when it comes to investing and economic growth? Topics covered include: What are zero-sum games How trading can be a zero-sum game Why active management and seeking excess returns through security selections or country weights are zero-sum games Why the U.S. stock market has outperformed the rest of the world Why economic growth overall is not a zero-sum game, but some aspects of the economy are zero-sum games Show … [Read more...]
431: The Long-term Bullish Case for Gold
Why you should allocate a small percentage of your assets to gold. Topics covered include: What is money, and how does gold fit with that definition Why central banks bought more gold last year than at any time since 1967 Which central banks own the most gold and which are increasing their gold holdings How fast is the gold supply growing compared to the U.S. dollar money supply How financialization, greater leverage, and contagion risk should motivate us to consider … [Read more...]
430: How Should Personal and National Wealth Be Measured?
How we measure wealth, riches, abundance, and well-being is more important today than ever. Topics covered include: How late 18th century philosophers Adam Smith and the Earl of Lauderdale defined wealth and the role of capital. Why they worried about income inequality and excess profits What led to the dramatic increase in life expectancy and wealth in the 20th and 21st centuries How a long life expectancy and well-being can be attained at much lower levels of wealth Why … [Read more...]
429: Which Inflation Protection Strategies Worked and Which Didn’t?
With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: What were investors' and the Federal Reserve's inflation expectations two years ago What led to the big inflation increase Why was the Federal Reserve forced to raise its policy rate by almost 5% in a year How successful were inflation-index bonds, stocks, commodities, and real estate in beating inflation … [Read more...]
428: How the Coming Credit Crunch Could Harm the Economy and Real Estate Prices
How accelerating bank deposit withdrawals could harm the economy, including real estate prices. How dollars slosh around the financial system but always seem to end up at the Federal Reserve. Topics covered include: How many deposits have left banks since the Silicon Valley Bank collapse How much have banks borrowed from the Federal Reserve to meet deposit withdrawals Why exiting deposits are harming bank profits and causing them to make fewer loans How the credit crunch … [Read more...]
427: Did the Tariffs Work? The Trade War Five Years Later
What has been the impact on trade and the trade deficit since the U.S. implemented tariffs on steel, aluminum, and goods made in China? Topics covered include: Has the shipping backlog been reduced at U.S. ports What are the dangers of running too high of a trade deficit How large is the U.S. trade deficit What has been the impact of U.S. tariffs on trade, domestic production, and prices How Chinese direct-to-consumer retail companies Shein and Temu are driving prices of … [Read more...]
426: Which is Best – Active or Passive, ETFs or Funds?
David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work. Topics covered include: Should individual investors even try to select active mutual funds Is there an indexing bubble Why are there so many new ETFs Should we be worried about an ETF flash crash What do ETF market makers and authorized participants do Do SEC yields for international equity mutual funds and ETFs reflect the impact of … [Read more...]
425: How Profits Motivate Change
"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and where water from the Colorado River will be used. Topics covered include: How profits have led to higher energy market share for natural gas and renewal energy What is hindering a faster transition to renewables What is contributing to a water shortage in the southwestern U.S,. and how will it be resolved Why big … [Read more...]
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