Episoder
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With the US in clear economic decline during Trump's second term, should we be rethinking traditional recommendations and increasing our investments overseas? What does history tell us about market performance -- has the US always outperformed, or is there a cyclical pattern to watch for?
With growing inflation and a falling dollar strong possibilities, Keith and Ethan discuss the opportunities and challenges of investing in foreign markets and companies, including the important possibility that the US technology and startup ecosystem may overcome all the Trump downsides and continue to thrive.
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After weeks of stock market gains and a 90 day tariff agreement with China, Keith and Ethan confront the possibility that maybe this time isn't actually that different.
But as they talk through continued tariff uncertainty, the economic effects of the destruction of the country's publicly funded medical research apparatus and more, the red flags mount. By the the end of this episode, at least one of the co-hosts makes the hard choice to exit US index funds for the time being.
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Manglende episoder?
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Keith and Ethan update Nassim Taleb's 2007 metaphor on market risk and discuss the challenge of pursuing incremental market gains without exposing oneself to the risk of catastrophic losses. They discuss their own humbling examples of getting it wrong, and how investing well requires accounting for your own fallibility. A brief examination of Japan's 35-year stock market nightmare provides fodder for what a really bad scenario could look like.
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Keith and Ethan react to the disastrous tariff rollout, explore how investors should think about Trump's self-own for the ages, and debate the political consequences ahead.
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Trump's foreign policy choices and tariffs are alienating countries around the world -- but does this matter if you are investing in the US? Keith and Ethan discuss the nature of the problem, and debate whether we should be more worried about the short or long term.
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Keith and Ethan discuss the history of FDIC insurance, whether we can still count on it, and options for the worried.
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Keith and Ethan discuss the conventional wisdom on stock investing, the history of US markets in troubled times, and the usefulness of historical examples of rising undemocratic regimes, all while debating what they should do with their 401ks and IRAs.
