402: Why Student Debt Is So High and Forgiving It Doesn’t Fix the Problem
What are the drivers that lead to higher student loan balances? Why a one-time student loan forgiveness program doesn't solve the problem of increasing student debt. What are some more viable longer-term solutions. Topics covered include: How big is the Biden Administration student debt forgiveness planHow big has the student debt burden grownWhy are borrowings for students increasingWhy Baby Boomers spent so much less on collegeHow are student loans accounted for by the U.S. federal … [Read more...]
401: Why Diversifying Your Portfolio Feels Awful
Warren Buffet said, "Diversification makes very little sense for anyone that knows what they’re doing." He also said, "Diversification is a protection against ignorance..." Most of us need that protection against ignorance, yet diversification often makes us feel bad when some of our holdings don't do as well as others. We make the case why we should diversify anyway. Topics covered include: Warren Buffet says it's crazy to own more than 30 stocks, but Berkshire Hathaway owns 48 … [Read more...]
400: What If High Inflation Doesn’t End?
How economic wars, pandemics, and worker shortages could lead to years of high structural inflation. What needs to happen to avoid this dire inflation scenario. Topics covered include: What are three inflation lessons shared by Federal Reserve Chair Jerome PowellWhat is inflation anchoringWhat caused the current period of high inflationHow China and Russia contributed to low inflation and why those trends have reversedHow behavior changes and productivity improvements can contribute to … [Read more...]
399: Unintended Consequences Impact Everything
We explore examples of positive and negative unintended consequences, what causes them, and how to navigate a world where unanticipated things happen all of the time. Topics covered include: What leads to unintended consequences What are some unintended consequences of QE and stimulus, price controls, tax incentives, gun legislation, and marijuana legalization How positive unintended consequences and order can arise from the bottom up How recent climate legislation could lead … [Read more...]
398: When Should You Hire An Investment Advisor? Two Case Studies
We analyze two listeners' portfolios. One who is close to retirement and considering hiring an outside money manager. The second is 45 and just sold a business and is trying to decide whether to fire Schwab's robo-advisor service and manage his portfolio on his own. Topics covered include: What elements are part of a financial planWhat to consider when researching an investment advisorWhat is a core-satellite investment approachWhy Schwab was fined $180 million for misleading its … [Read more...]
397: How To Invest Based on Cycles
This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles. Topics covered include: What are different types of cyclesWhy do cycles have subjective start and end dates.Why do coincidences happen so often.How to position investment portfolios based on cycles.How luck and skill play a role in investing.Why it is better to invest based on calibrating risk rather than prediction. Show Notes Weiss Research Weiss … [Read more...]
396: Forsage and Herbalife—How Multi-Level Marketing, Pyramid Schemes, and Ponzi Schemes Differ
Why it is so difficult to distinguish a legitimate multi-level marketing company from a pyramid scheme as hedge fund billionaire Bill Ackman found out in his losing campaign against Herbalife. How Forsage has taken pyramid and Ponzi schemes to a whole new level, and why the regulators can't shut it down. Topics covered include: What are multi-level marketing companies and how most MLM distributors are unsuccessfulWhat is the difference between a pyramid scheme and a Ponzi scheme and … [Read more...]
Portfolio Trade: Reducing Risk and Portfolio Holdings
394: How to Get Better at Risk Taking
Five ways we can better take and manage risk. Topics covered include: How likely is it that China will invade Taiwan and the stock market will fall 80%Why experts tend to be humble and don't make specific predictionsWhat is the difference between risk and uncertainty, and between loss capacity and loss aversionWhat factors impact our degree of loss aversion and loss toleranceWhy the economy needs more risk takers rather than rentiers Show Notes Investor Risk Profiling: An … [Read more...]
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