In Plus episode 501, we review why Federal Reserve Chair Powell said the Fed isn't in a hurry to lower its policy rate. We revisit why interest rates are increasing. David shares the expected return, ranges, and maximum drawdown of his portfolio. We analyze why buffer ETFs can lag the underlying reference assets when the stock market is appreciating. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For … [Read more...]
500 Plus: November 2024 Investment Conditions and a Correction
In Plus episode 500, we acknowledge 10 years of Plus episodes. We correct a misstatement from last week's Plus episode. We also review investment conditions as of early November 2024. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 500 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. This is … [Read more...]
499 Plus: Reducing Savings Bond Exposure, A New Tax Aware ETF, and Did a Tail Risk ETF Work
In Plus episode 499, David shares why he reduced his exposure to Series I Savings Bonds. We briefly look at the recently announced Cambria Tax Aware ETF (TAX). Finally, we analyze the historical performance of the Cambria Tail Risk ETF (TAIL) and compare it to just having a lower allocation in stocks. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About … [Read more...]
498 Plus: Using an Advisor in Retirement, Non Investment Grade Bonds, and a CLO Follow Up
In Plus episode 498, we consider whether to use a financial advisor in retirement. We explore if there is a rule of thumb for when to invest in non-investment grade bonds. We analyze the BondBloxx CCC Rated USD High Yield Corporate Bond ETF (XCCC) Finally, we provide a yield update for the VanEck AA-BB CLO ETF (CLOB) Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus … [Read more...]
497 Plus: Portfolio Trade, Bond and CLO Defaults, and Non-U.S. Stock Valuations
This week on Plus episode 497, we review David's trade to sell ASGI. We review historical default rates for bonds and CLOs. We also explore why non-U.S. stock valuations are lower today than 20 years ago. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 497 Plus Show Notes Portfolio Trade: Exiting Global Infrastructure Closed … [Read more...]
495 Plus: China’s Stock Boom, U.S. Recession Risk, and Fractional Shares
In Plus episode 495, we explore why the Chinese stock market has gained 15% this month. We review the latest leading economic indicators to assess U.S. and global recession risk. Finally, we touch on fractional share ownership. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 495 Plus Show Notes 445: From Boom to … [Read more...]
494 Plus: TIPS, When to Sell a Bond, and a New Deletion ETF
In Plus episode 494, we compare owning a TIPS ladder versus using TIPS ETFs. We consider when an investor should sell an individual bond that has appreciated in price. Finally, we review the Research Affiliates Deletion ETF (NIXT) Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 494 Plus Show Notes Why Should You Care … [Read more...]
493 Plus: Investing in India, Simplify Volatility Premium ETF, and Stock Market Inelasticity
In Plus episode 493, we revisit the case for investing in the Indian stock market and consider whether one should do so with an ETF that hedges currency exposure. We revisit the Simplify Volatility Premium ETF, now that it has three years of performance history. Finally, we review the inelastic market hypothesis that seeks to explain why stocks are so volatile. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a … [Read more...]
492 Plus: September 2024 Investment Conditions
In Plus episode 492, we review the latest financial and economic trends to determine whether they warrant changes in our investment strategy. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » 492 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. This is the premium podcast episode for Plus … [Read more...]
491 Plus: Buffer ETFs, TIPS, Brokerage Bankruptcies and HSA Accounts
In Plus episode 491, we explore why buffer ETFs use European-style options with a set exercise date rather than American-style options that can be exercised at any time. We look at the maximum loss for purchasing a Treasury Inflation Protection Security in the secondary market. We consider what happens to individual bond holdings in the case a brokerage firm goes bankrupt. Finally, we consider the estate tax implications of Health Savings Accounts. Become a Member If you would … [Read more...]
- « Previous Page
- 1
- …
- 5
- 6
- 7
- 8
- 9
- …
- 24
- Next Page »
