Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar. Topics covered include: Show Notes The Price of Money Is Going Up, and It’s Not Because of the Fed by Jamie Rush, Martin Ademmer, Maeva Cousin, Tom Orlik, and Rich Miller—Bloomberg Secular stagnation is not over by Olivier Blanchard—Peterson Institute for International Economics A big … [Read more...]
347 Plus: A New Actively Managed Preferred ETF and Three Pillars of Stock Returns
In Plus Episode 347, we review recent portfolio changes David made to his portfolio. We introduce the new retirement spending calculator. We analyze the new Fidelity Preferred Securities and Income ETF (FPFD), and we review an article by Mark Hulbert on the three pillars that have contributed to above average U.S. stock returns. 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...]
204: Why Are Investment Returns So Low?
How low real interest rates contribute to low returns for stocks and other risk assets. How real interest rates are determined. In this episode you’ll learn: How global stocks and bonds have performed historically.How real interest rates are predictive of asset class returns.How real interest rates are determined.Why low real rates suggest asset class returns will continue to be low. Show Notes NACUBO-Commonfund Study of Endowments Credit Suisse Global Investment Returns … [Read more...]
201: Is Your Portfolio Unbalanced?
Why most conventional portfolios make huge and often unintended bets on the stock market. How role-based investing can lead to a more balanced portfolio. In this episode you’ll learn: Why asset class returns and volatility are driven by changing expectations.How most investors are making a huge bet in stocks even though they might not be aware of it.The benefit and challenges of holding assets that perform well during various economic regimes.Why investing in commodity futures … [Read more...]
Average Stock Market Losses During Bear Markets
This audio lesson discusses average U.S. stock market losses during both secular bear and cyclical bear markets. Average market losses for cyclical bears in secular bull markets. Average market losses for cyclical bears in secular bear markets. Why cyclical bears can be healthy. The episode length is 8 minutes. … [Read more...]
