How accelerating bank deposit withdrawals could harm the economy, including real estate prices. How dollars slosh around the financial system but always seem to end up at the Federal Reserve. Topics covered include: Show Notes Factors Affecting Reserve Balances of Depository Institutions and Condition Statement of Federal Reserve Banks—The Federal Reserve Assets and Liabilities of Commercial Banks in the United States—The Federal Reserve All U.S. Banks Net Interest … [Read more...]
248 Plus: Credit Cycle, Value Traps, and a Dividend Investing Update
In Plus episode 248 for the week of April 13, 2019, we review what the credit cycle is and how it is monitored. We also explore the concept of value traps and whether they apply to asset classes. Finally, we look at current valuations for dividend investing strategies. … [Read more...]
173: Should You Invest Based On Cycles
What are some of challenges of investing using long-term economic cycles. In this episode you’ll learn: Show Notes Weiss Research Weiss Research SEC Action Foundation For The Study of Cycles Fluke: The Math and Myth of Coincidence by Joseph Mazur A Spectral Analysis of World GDP Dynamics - Andrey V. Korotayev and Sergey V. Tsirel Howard Marks - Yet Gain? Sponsor Hello Fresh use code MONEY30 Transcript … [Read more...]
159: What You Need To Know About Volatility
What is volatility, what determines it and how to invest in it. But should you? In this episode you’ll learn: To learn more about investing in VIX ETFs, check out this helpful guide. Show Notes The Black Swan: The Impact of the Highly Improbable - Nassim Nicholas Taleb Antifragile: Things That Gain From Disorder - Nassim Nicholas Taleb The markets are quiet, Too quiet - Buttonwood - The Economist Grant's Podcast Artemis Capital Management Ned Davis … [Read more...]
