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 Skidelsky and Edward … [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...]
435: Is It Better to Rent or Buy a House?
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...]
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