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You are here: Home / Plus Episodes / 564 Plus: September 2026 Livestream – Interest Rates, Oil, China, Manager Skill and More

564 Plus: September 2026 Livestream – Interest Rates, Oil, China, Manager Skill and More

September 12, 2026 by David Stein · Updated September 12, 2026

In Plus episode 564, we share audio from our recent Plus member livestream, where we discussed the impact of higher interest rates and oil prices. We look at the massive growth in Chinese exports despite U.S. tariffs and why it is concerning.

We discuss how long it takes to determine if an active manager is skilled based on their excess return and tracking error.

We answer whether it makes sense to dollar-cost average into bonds. We also discuss what types of stocks and other investments are sensitive to rising interest rates and how to screen for that.

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Filed Under: Money Plus Tagged With: China, dollar cost averaging, livestream, luck, skill

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