The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12 years of U.S. outperformance. Topics covered include: What was the narrative and economic and financial performance from 1995–2001, 2002–2012, and 2012–2024. How the performance of the U.S. dollar impacted returns Why did economic forecasters predict the U.S. national debt would be … [Read more...]
380: How Stories Drive Our Happiness and Financial Success
Stories determine economic and financial outcomes, both our own and the world in aggregate. Here's how to craft and follow stories that will lead to better financial outcomes and greater happiness. Topics covered include: How financial narratives give us the confidence to take action in the face of uncertainty and potential lossHow the greater the stakes, the more we rely on anecdotal evidence rather than statisticsIs the world more stable and predictable or in a constant state of … [Read more...]
