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...]
490 Plus: Accredited Investors, David’s Private Capital Allocation, Closed-End Funds and BLW
In Plus episode 490, we continue the discussion on accredited investors. David breaks down his private capital allocation and discusses potential substitutes. We answer several questions about closed-end funds. Finally, we analyze the Blackrock Limited Duration Investment Trust (BLW). 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 … [Read more...]
489 Plus: August Investment Conditions Commentary
In Plus episode 489, we review investment conditions after a volatile week for the stock market. We unpack the latest data to understand what, if any, changes investors should make to their portfolios. 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 » 489 Plus Transcript Download Transcript Welcome to Money for the Rest of … [Read more...]
488 Plus: Portfolio Trades, Pershing Square USA Follow Up, and CEF Premiums
In Plus episode 488, David reviews changes in his portfolio, including adding a fixed-income bullet ETF, an equity buffer ETF, and increasing his allocation to CLOs. We discuss why Pershing Square didn't move forward with its closed-end fund IPO. Finally, we revisit why it is advantageous for closed-end funds to sell at a premium even though most do not. 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 … [Read more...]
486 Plus: Callable Bonds, U.S. AI Stock Bubble, Robinhood, and Crypto Taxes
In Plus episode 486, we review how to estimate expected returns when a fund or ETF holds callable bonds. We consider two questions from members worried about high valuations for the U.S. stock market. We discuss the long-term viability of Robinhood. Finally, we discuss ways to reduce the tax headache of owning cryptocurrency. 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...]
485 Plus: June 2024 Investment Conditions Commentary
In Plus episode 485, we review financial market returns, economic trends, asset class valuations, and market internals as of mid-July 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 » 485 Plus Transcript Download Transcript Welcome to Money for the Rest of Us Plus. This is the premium podcast episode for Plus members, … [Read more...]
484 Plus: ETF Family Size and a Review of QE’s Impact on Inflation and Asset Prices
In Plus episode 484, we answer a member's question on whether it is better to invest in larger ETFs and with larger ETF families. We also review quantitative easing and quantitative tightening. We look at how the per capita increase in the money supply due to QE led to a big jump in inflation and asset prices, including for houses and stocks. We also look at the per capita increase in the national debt. Become a Member If you would like to listen to this episode of Money For the … [Read more...]
483 Plus: Private Credit, BDCs, CLOs, Cash Balances and Is This Portfolio Too Aggressive
In Plus episode 483, we analyze the Virtus Private Credit ETF (VPC), which invests in business development companies (BDCs), leveraged loans, and collateralized loan obligations (CLOs). We review the characteristics of all those asset categories. We also discuss the appropriate cash balance for retirees and consider whether a retired member's portfolio has too much 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 … [Read more...]
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