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...]
Portfolio Trade: Adding to Mortgage REIT Preferred Stock Allocation
418: Bond Investing Masterclass
What you need to know to confidently invest in bonds. Topics covered include: Key components of bond investing include face value, coupon rates, yield-to-maturity, duration, and convexity How to decide between owning longer-term or short-term bonds How to decide whether to own individual bonds or bond funds and ETFs When to use active bond management versus bond indexing How bullet bond ETFs work and when to use them How to know when to invest in municipal bonds and … [Read more...]
417: Will Generative AI Replace Your Job?
How sophisticated AI apps from OpenAI and other companies create articles, art, and other works that have never existed. How generative AI will impact business owners, employees, students, and financial markets. Topics covered include: How AI is creating personal finance articles and other creative works ChatGPT's attempt at writing a script for the Money For the Rest of Us podcast How ChatGPT and other large language models work What are the risks and flaws of generative … [Read more...]
416: Your Nation’s National Debt: 5 Things You Need To Know
We analyze the worrisome national debt situation in the U.S., UK, and Japan and consider what will determine the likelihood of default Topics covered include: How big is the national debt in the U.S., UK, and Japan Why Japan and UK interest rates have increased When do federal government debts jump the most What two numbers are key to whether a level of national debt is sustainable What are five ways indebted countries have reduced the relative size of their debt Why … [Read more...]
415: Listener Q&A 3
We kick off 2023 by answering your questions on making portfolio changes, risk tolerance, the strong dollar, inflation and retirement, influential books, and other topics. Episode Sponsors Thanks to LinkedIn for sponsoring the episode. Use this link to post your job for free on LinkedIn Jobs. Related Episodes 348: Listener Q&A 353: The Pros and Cons of Infinite Banking and Whole Life Insurance 369: Listener Q&A 2 Transcript David: Welcome to … [Read more...]
414: Use Caution with Private REITs like Blackstone’s BREIT
How public equity REITs differ from private REITs. Why investors are selling out of private REITs and why private REIT sponsors like Blackstone and Starwood are limiting investors' ability to do so. Topics covered include: What are public and private real estate investment trusts Why has Blackstone's BREIT been such a success Why investors are trying to exit private REITs Why commercial property values are falling Is now a good time to invest in public and private … [Read more...]
413: What if the World Stopped Shopping?
How to solve the conundrum that consumption reductions lead to economic disasters while benefiting the environment. Topics covered include: Why consumption, fossil fuel usage, and carbon emissions keep growing How fossil fuel consumption goes well beyond heating and transportation uses but is tied to agriculture, steel, and cement production The four times global consumption fell and the dire economic consequences that resulted How the world is consuming twice as many … [Read more...]
412: Where to Invest Your Cash Savings for Higher Yields
What are the best options for safely investing cash. Topics covered include: High-yield savings accounts Certificates of Deposits Government Bonds Money Market Mutual Funds When should you invest in long-term bonds Why some savings apps try to look like banks but they are not What happens when central banks lose money Where not to deposit cash for safety Show Notes a16z-backed Tellus wants to offer consumers a much better savings rate. Here’s how. by … [Read more...]
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