From the dot-com boom to today’s AI frenzy, bubbles follow a familiar script. This episode explores how to recognize them, what sustains them, and how to position your portfolio without getting swept up in the hype. Topics covered include: Show Notes I'm Changing How I Manage My Money Because of AI by Hank Green—YouTube % S&P 500 share of top 10 companies by market cap %—Apollo Academy Charted: S&P 500 Market Concentration Over 145 Years by Kayla Zhu—Visual … [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...]
371 Plus: The Market Sell-off and Two Tactical Asset Allocation Services
In Plus Episode 371, we review some recent commentary by Jeremy Grantham on superbubbles as it relates to the current stock market sell-off. We also review Allocate Smartly and Hedgeye, two model portfolio and tactical asset allocation services. 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 » Plus Episode 371 View and … [Read more...]
365: Why Some Asset Bubbles Don’t Burst
What conditions need to be in place for an asset bubble to continue and how that applies to stocks, cryptocurrency, and houses. Topics covered include: How to determine if there is an asset bubbleWhat are microbubbles and anti-bubblesHow the cannabis stock bubble burstWhat is required to sustain an asset bubbleHow the current runup in home prices differs from the housing bubble in the mid-2000sWhat structural changes have led to the high valuations for U.S. stocksWhat is the Great Wealth … [Read more...]
329: Meme Stocks, GameStop, Short Squeezes, and Bubbles
How coordinated buying by retail investors has turned the tables on Wall Street. Are there signs of a market bubble? Topics covered include: Show Notes r/wallstreetbets FOR POSTERITY—Almost Daily Grants 1.25.21 GameStop can’t stop going up by Jamie Powell—Financial Times Reddit: bull attack by Jamie Powell and Philip Stafford—Financial Times How WallStreetBets Pushed GameStop Shares to the Moon by Brandon Kochkodin—Bloomberg Submit Your Pick for the Next Meme … [Read more...]
315: Are We Being Forced to Buy Stocks?
How ultra-low interest rates support higher stock market valuations but also make the investment environment more challenging. Is there a stock market bubble? Topics covered include: How expensive are stocks on an absolute basis and relative to bondsWhat are examples of individual investor enthusiasm for stocksWhy stock valuations and prices increase when interest rates fallWhy lower interest rates making it more difficult for central banks to support stocks during a downturnWhy TIPs … [Read more...]
234: Index But Don’t Herd
How and when to use passive indexing strategies without following the crowd. In this episode you’ll learn: How big is indexing and why has it taken so long to catch on.What areas has active management done well.What are ways we can index without following the crowd. Show Notes Jeffrey Gundlach says passive investing has reached a 'mania' – investors should avoid index funds - CNBC Passive investing continues to captivate global audience - Pension & … [Read more...]
226: How To Spot Asset Bubbles and What To Do About Them
What are the characteristics of an asset bubble and how to invest when one exists. Are cannabis stocks in a bubble? In this episode you’ll learn: How actions of investors determine whether there is a bubbleWhy cannabis stocks could be in a bubble.How to invest when there is a bubble and manage the fear of missing out. Show Notes Why Marijuana Stocks Cronos Group, Canopy Growth, and Tilray Jumped Today - The Motley Fool Yes. It's A Bubble. So What? Rob Arnott, Shane … [Read more...]
154 Plus: How Your Profession Impacts Your Investment Strategy
This week April 20, 2017 on Money For the Rest of Us Plus we look at how investors should factor in their employment in terms of their overall asset allocation, such as the variability of their income and the industry in which they work. We look at a new study by Vanguard on dollar cost averaging versus investing lump sums. We explore the implications of the phrase, "the market went up because the money had no where else to go." Finally, we consider how investment bubbles can contribute … [Read more...]
62: What Dying Bees Can Teach Us About Asset Bubbles and Income Inequality
The link between honey bee colony collapse, asset bubbles and income inequality. In this episode you'll learn: Why honey bee colonies are collapsing.What are positive feedback loops.How positive feedback loops contribute to honey bee collapse, asset bubbles and income inequality.What is preferential attachment.How to avoid being caught up in a positive feedback loop. Show Notes The Blight of the Honey Bees David Wallace-Wells - New York MagazineRapid behavioral maturation … [Read more...]
