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...]
424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank
What caused Silicon Valley Bank to collapse in only 44 hours, and how likely will the contagion spread leading to other bank failures? Topics covered include: How losses on bonds blew up SVB's balance sheet How is Silicon Valley Bank similar and different than other regional banks What the FDIC and Federal Reserve are trying do to restore confidence and stop bank runs How a weakening of the Frank-Dodd bank regulation act set the stage for SVB's failure Why bailing out … [Read more...]
Portfolio Trade: Adding CLO ETF
423: A “Safe” 6% Yield: The Case for Investment Grade CLOs
How leveraged loans and CLOs work and how to invest in them. What are the risks and opportunities with the new CLO ETFs. Topics covered include: What are the characteristics of leveraged loans and how David has invested in them in the past, both professionally and personally. Why LIBOR reference rate for leveraged loans is being phased out What is the current investing climate for leveraged loans How collateralized loan obligation work Why insurance companies are fighting … [Read more...]
Portfolio Trade: Purchased Individual Treasury Inflation Protection Security
422: This Stock Has a 15% Dividend Yield and Has Outperformed Warren Buffett. Should You Invest?
Do activist hedge funds including Carl Icahn's add value? Should you invest in Icahn Enterprises L.P., a conglomerate with a 15% dividend yield and a stake in Carl Icahn's hedge fund? Topics covered include: How Icahn Enterprises' (IEP) investment performance compares to Berkshire Hathaway How to analyze individual stocks and why it is challenging What are activist hedge funds and do they make a positive performance difference What are the risks and opportunities of investing … [Read more...]
421: Beware of Survivorship Bias When Investing
Why long-term U.S. stock market outperformance could be because it has avoided major catastrophes. Does an over-reliance on historical U.S. stock returns when modeling retirement outcomes lead to spending rates that are too high? Topics covered include: Why you might consider earthquake insurance What is survivorship bias and what are some examples Why the U.S. is an outlier when it comes to stock market performance Why the 4% retirement spending rule might be too … [Read more...]
420: Does a 60/40 Balanced Portfolio Still Work?
What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed the rest of the world over the past decade, is there even a role for non-U.S. stocks in your investment portfolio? Topics covered include: How have 60/40 and similar portfolios performed over the long-term What are the advantages and disadvantages of a 60/40 portfolio What is the expected return of a 60/40 portfolio and what should be … [Read more...]
419: How to Make Portfolio and Asset Allocation Changes
We consider four case studies in which individuals struggle to decide what to do with their investment portfolios. Topics covered include: Why it's so difficult to reenter the stock market after sitting on the sidelines and what to do instead What are the risks of having a too aggressive portfolio allocation in retirement and what to do instead What to do when an investment strategy has worked really well but you feel it is time to make a change How to decide on an … [Read more...]
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