Эпизоды
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Millions of fintech app users have lost access to their cash. In this episode, we explain why this happened and show you how to protect yourself when placing cash with traditional banks, neobanks, and fintech platforms.
Topics covered include:
The mass chaos in the fintech space spawned by the bankruptcy of Synapse Financial TechnologiesWhat are FBO accounts, and why they are so troublesomeWhat is the difference between a traditional bank, a neo bank, and a non-bankWhat to look for and protect yourself when investing your cash savingsSponsors
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Show Notes
CHAPTER 11 TRUSTEE’S INITIAL STATUS REPORT BY UNITED STATES BANKRUPTCY COURT CENTRAL DISTRICT OF CALIFORNIA SAN FERNANDO VALLEY DIVISION—CourtListener
Fintech platform Synapse raises $33M to build ‘the AWS of banking’ by TechCrunch—Synapse
X Post by Jason Mikula—X
"Full Reconciliation... May Not Be Possible," Synapse Trustee Says by Jason Mikula—Fintech Business Weekly
Mercury Seeking $30M From Synapse, Emergency Court Filing Reveals by Jason Mikula—Fintech Business Weekly
Infighting among fintech players has caused TabaPay to ‘pull out’ from buying bankrupt Synapse by Mary Ann Azevedo—TechCrunch
Fintech startup Copper forced to discontinue banking services amid Synapse fiasco by Taylor Soper—GeekWire
a16z-backed Tellus wants to offer consumers a much better savings rate. Here’s how. by Mary Ann Azevedo—TechCrunch
FDIC Demands Three Companies Cease Making False or Misleading Representations about Deposit Insurance—FDIC
Related Episodes
440: Beware of Platform Risk
424: Are More Bank Runs Coming? The Collapse of Silicon Valley Bank
412: Where to Invest Your Cash Savings for Higher Yields
304: A 15% Guaranteed Return? Lending on the Fringes of Finance
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How a few high-impact successes drive up overall average outcomes in investing, business, and creative projects. How to harness positive skewness using a barbell approach. Learn when to mitigate risks and when to embrace them.
Topics covered include:
What is positive skewness and how does it manifest in investing, business and creative endeavorsHow power laws and the 80/20 rule workWhy we shouldn't beat ourselves up if we aren't incredibly successfulWhen should we reduce positive skewness and when should we embrace itSponsors
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Show Notes
Long-Term Shareholder Returns: Evidence from 64,000 Global Stocks by Hendrik Bessembinder, Te-Feng Chen, Goeun Choi, K.C. John Wei—SSRN
Long-Horizon Stock Returns Are Positively Skewed by Adam Farago and Erik Hjalmarsson—SSRN
Wealth Creation in the U.S. Public Stock Markets 1926 to 2019 by Hendrik Bessembinder—SSRN
The Coffee Can portfolio by Robert G. Kirby—csinvesting
Active vs Passive Investing U.S. Barometer Report—Morningstar
Table 7. Survival of private sector establishments by opening year—U.S. Bureau of Labor Statistics
How Many Podcasts Are There? (New 2024 Data) by Josh Howarth—Exploding Topics
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Пропущенные эпизоды?
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Why are homeowners seeing home insurance premiums increases of up to 70%, as David has? What can you do if your insurer drops you, you get a huge premium increase, or you can no longer afford coverage?
Topics covered include:
What are the primary drivers of home insurance price increasesWhy these increases don't show up in the U.S. consumer price indexHow the reinsurance market works and why reinsurers are passing on 50% premium increases to property and casualty insurers.What percentage of home insurers self-insureWhat else can homeowners doSponsors
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Show Notes
Home Insurance Is Clobbering Consumers. Yet It’s Barely Counted in Inflation. by Jeanna Smialek—The New York Times
NIPA Handbook: Concepts and Methods of the U.S. National Income and Product Accounts: Chapter 5: Personal Consumption Expenditures—Bureau of Economic Analysis
The crippling home insurance crisis hitting America by Rana Forhoohar—The Financial Times
The Hidden Driver of Soaring Home Insurance Costs by Jean Eaglesham—The Wall Street Journal
When Disaster Strikes: Preparing for Climate Change by Seán Nolan and Krishna Srinivasan—IMF Blog
Home insurance was once a ‘must.’ Now more homeowners are going without. by Patrick Cooley—The Washington Post
Homeowners Perception of Weather Risks 2023 Q2 Consumer Survey—Insurance Information Institute
Insurance Companies Feeling the Pressure in Iowa and the Midwest by Jerry Theodorou—Insurance Journal
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Why stock, ETF, and bond trades are optimized to settle in less than a day, allowing investors quicker access to their cash and securities. What are the benefits and costs of optimization in the relentless drive for cheaper, faster, and more profitable.
Why countries are moving to T+1 settlement from T+2 for security tradesWhat will it take for securHow BlackRock and Franklin have launched Treasury funds that are tokenized and trade on the Etherium networkHow optimization works and what are the tradeoffsHow we can use satisficing and rules of thumb in order to cope with the complexity of the worldSponsors
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Show Notes
About the ‘T+1’ Rule Making US Stocks Settle in a Day by Lydia Beyoud and Greg Ritchie—Bloomberg
SEC Chair Gensler Statement on Upcoming Implementation of T+1 Settlement Cycle—SEC
What faster trading cycles will mean for US markets by Jennifer Hughes and Harriet Clarfelt—The Financial Times
Speedier Wall Street Trades Are Putting Global Finance On Edge by Greg Ritchie—Bloomberg
BlackRock closes in on crown of world’s largest bitcoin fund by Will Schmitt and Brooke Masters—The Financial Times
Optimal Illusions: The False Promise of Optimization by Coco Krumme
Financial Statement Analysis with Large Language Models by Alex G. Kim, Maximilian Muhn, and Valeri V. Nikolaev—The University of Chicago
Related Episodes
457: AI’s Fork in the Road: Societal Bliss or Existential Threat
329: Meme Stocks, GameStop, Short Squeezes, and Bubbles
228: How Tokenization Will Radically Change Investing
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In part three of our national debt masterclass, we share a simple debt dynamics formula we can monitor to help guide our investment choices.
Topics covered include:
How much has the national debt grown over the past fifties years, and what are the underlying driversHow the budget deficit, interest rates, and economic growth determine the level and growth in the national debtUnder what circumstances will the U.S. default on its debtHow should we invest to protect ourselves from the uncertainties of the national debt situationSponsors
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Show Notes
Jerome Powell: Full 2024 60 Minutes interview transcript—CBS News
Yellen says she disagrees with Moody's outlook on US debt by Ann Saphir and David Lawder—Reuters
IMF Steps Up Its Warning to US Over Spending and Ballooning Debt by Christopher Condon—Bloomberg
WHEN DOES FEDERAL DEBT REACH UNSUSTAINABLE LEVELS?—Penn Wharton
The Long-Term Budget Outlook: 2024 to 2054—Congressional Budget Office
PUBLIC DEBT AND LOW INTEREST RATES by Olivier J. Blanchard—NBER
Bond vigilantes snooze as Treasury market shrugs off vast US borrowing by Kate Duguid—The Financial Times
Term Premium on a 10 Year Zero Coupon Bond—FRED
Instantaneous Forward Term Premium 10 Years Hence—FRED
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In part two of this national debt series, we explore how households and businesses, including commercial banks, can choose not to participate in what some call a national debt ponzi scheme. We also look at how central banks and federal governments monetize the national debt using quantitative easing.
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Show Notes
Credit and Liquidity Programs and the Balance Sheet: Federal Reserve liabilities—Board of Governors of the Federal Reserve System
As of and for the Years Ended December 31, 2019 and 2018 and Independent Auditors’ Report—The United States Federal Reserve System
Different types of central bank insolvency and the central role of seignorage by Ricardo Reis
How do central banks control inflation? A guide for the perplexed by Laura Castillo-Martinez and Ricardo Reis
Can the Central Bank Alleviate Fiscal Burdens? by Ricardo Reis
Ricardo Reis Tweets on Monetizing the National Debt
M2—Federal Reserve Economic Data
Assets: Total Assets: Total Assets: Wednesday Level—Federal Reserve Economic Data
Assets: Securities Held Outright: U.S. Treasury Securities: All: Wednesday Level—Federal Reserve Economic Data
Americans Reported Strong Personal Finances Late Last Year, Fed Finds by David Harrison—The Wall Street Journal
A Complete Guide to Understanding and Protecting Against Inflation—Money For the Rest of Us
A Complete Guide to Investing in TIPS and I Bonds—Money For the Rest of Us
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In part one of this three part series, we consider why a country that issues debt in its own currency can't default unless it chooses to. We also explore how central banks can control interest rates on the national debt. We also consider whether it is possible for government borrowing to crowd out the private sector.
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Show Notes
Money In The Modern Economy: An Introduction – Bank of England – Q1 2014
Money Creation In The Modern Economy – Bank of England – Q1 2014
Congressional Budget Office 2017 Long-term Budget Outlook
Going for Broke: Deficits, Debt, and the Entitlement Crisis – Michael D. Tanner
Bernanke’s Paradox: Can He Reconcile His Position on the Federal Budget with His Recent Charge to Prevent Deflation? – Pavlina R. Tcherneva – Levy Institute (includes quotes referenced in episode by Ben Bernanke and Michael Woodford
New Framework for Strengthening Monetary Easing: “Quantitative and Qualitative Monetary Easing with Yield Curve Control” – Bank of Japan
Japan’s Debt Burden Is Quietly Falling the Most in the World – Bloomberg
The Bone Clocks – David Mitchell
Venezuela Is Starving – Juan Forero – Wall Street Journal
Curse or Blessing? How Institutions Determine Success in Resource-Rich Economies – Cato Institute
Forget Taxes, Warren Buffett Says. The Real Problem Is Health Care. – New York Times
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Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps.
Topics covered include:
How have small caps performed relative to large caps over the past two decadesWhat factors contributed to the underperformanceHow quality is an important factor to consider when investing in small capsWhat are the earnings prospects for small-cap stocksWhy small-cap stocks could deliver double-digit returns over the next decadeSponsors
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Show Notes
US small-caps suffer worst run against larger stocks in over 20 years by George Steer—The Financial Times
Small stocks, big problems by Robin Wigglesworth—The Financial Times
The Death of Small Cap Equities? by Chris Satterthwaite—Verdad
The Quality of New Entrants by Chris Satterthwaite—Verdad
Related Episodes
466: Does Dividend Investing Still Work?
370: Should You Invest in Small-Cap and Mid-Cap Stocks?
253: Are IPOs the New Ponzi Scheme?
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It is not normal to want prices to rise and currencies to lose their purchasing power. We look at the advantages of stable currencies and prices.
Topics covered include:
What's more normal, an inflationary or deflationary mindset?Why it is more normal for prices to fall due to productivity increasesHow central banks seek to overcome productivity-induced deflation by increasing the money supplyHow inflation and ongoing currency debasement encourage debt, the financialization of housing, and keep unprofitable companies in businessHow gold, Bitcoin, stocks, real estate, and other assets help us overcome currency debasementSponsors
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Show Notes
Is Japan finally becoming a "normal" economy?—The Financial Times
Broken Money by Lyn Alden
A Complete Guide to Understanding and Protecting Against Inflation—Money for the Rest of Us
Related Episodes
431: The Long-term Bullish Case for Gold
429: Which Inflation Protection Strategies Worked and Which Didn’t?
389: Is Airbnb Intensifying the Housing Crisis?
253: Are IPOs the New Ponzi Scheme?
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Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.
Topics covered include:
How emerging markets bonds have performed relative to U.S. bondsHow frequently have emerging markets bonds defaultedWhat is the difference between local currency and U.S. dollar-denominated emerging markets bondsWhy emerging markets nations are reformingWhat are the ways to invest in emerging markets bonds and what factors should you considerSponsors
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Show Notes
Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO
EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings
The big opportunity in emerging market debt by Victoria Courmes—The Financial Times
Default Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—Bloomberg
The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times
How to invest in closed-end funds - Money for the Rest of Us
Investments Mentioned
iShares JP Morgan USD Emerging Markets Bond ETF (EMB)
iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)
DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)
DoubleLine Emerging Markets Fixed Income Fund (DLENX)
Virtus Stone Harbor Emerging Markets Income ETF (EDF)
DoubleLine Income Solutions Fund (DSL)
Morgan Stanley Emerging Markets Debt Fund (MSD)
Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)
Related Episodes
411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta
How to Invest in Closed-End Funds
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In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.
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Show Notes
Josh Jalinksi - Financial Quarterback
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Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress.
Topics covered include:
How consumer sentiment surveys are designed and their current findings.Reasons behind consumer frustration with increasing prices amidst declining inflation rates.The magnitude of the inflation shock and its underlying causes.The concept of reference prices and their significant role in shaping consumer sentiment.Factors contributing to the high levels of economic uncertainty among households.Key elements required for enhancing consumer confidence in their economic future.The political repercussions stemming from widespread economic dissatisfaction.Sponsors
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Show Notes
Surveys of Consumers—University of Michigan
Consumer sentiment climbs amid split views on business outlook—University of Michigan
The Purchasing Power of American Households—U.S. Department of the Treasury
Unemployment Rate—St. Louis Fed
We Still Don’t Believe How Much Things Cost by Rachel Wolfe and Rachel Louise Ensign—The Wall Street Journal
It’s Been 30 Years Since Food Ate Up This Much of Your Income by Jesse Newman and Heather Haddon—The Wall Street Journal
Consumers are increasingly pushing back against price increases — and winning by Christopher Rugaber—Yahoo! Finance
Kraft Heinz ups ad spend, changes leadership by Christopher Lombardo—Strategy
Many Americans Believe the Economy Is Rigged by Katherine J. Cramer and Johnathon D. Cohen—The New York Times
Covid-19 Coronavirus Pandemic—Worldometer
Related Episodes
380: How Stories Drive Our Happiness and Financial Success
294: How Stories Go Viral and Drive Economic Events
286: Coronavirus and the Financial Impact of Pandemics
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How to use covered call and buy-write strategies to generate income while understanding the risks and having realistic return expectations.
Topics covered include:
How covered call strategies workHow much can you earn investing in covered call strategiesWhat are some numerical examples based on current option pricesHow covered call strategies can be used for both stock and bond ETFsWhat are some covered call ETF examplesSponsors
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Investments Mentioned
JP Morgan Equity Premium Income ETF (JEPI)
JP Morgan Equity Premium Income Fund (JEPIX)
Global X NASDAQ 100 Covered Call ETF (QYLD)
Global X S&P 500® Covered Call ETF (XYLD)
iShares 20+ Year Trs Bd Buywrt Stgy ETF (TLTW)
WisdomTree PutWrite Strategy Fund (PUTW)
Related Episodes
467: Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth
418: Bond Investing Masterclass
321: How to Analyze Complex Investments
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A primer on how the economic engine works through coordination between savers, investors, consumers, producers, governments and banks. How hoarding and unfair competition can lead to economic distortions.
Topics covered include:
How spending and saving are connected including the paradox of thriftHow borrowing money can lead to higher income and savings and potentially to bubblesHow hoarding differs from investing and why too much hoarding can deprive businesses of capitalHow lightbulbs, grocery stores, and kitchen appliances could be examples of unfair competition and planned obsolescence.What role do we play as participants in this coordinated economic dance?Sponsors
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Show Notes
Wait, Is Saving Good or Bad? The Paradox of Thrift—The Federal Reserve Bank of St. Louis
Rents: How Marketing Causes Inequality by Gerrit De Geest—Beccaria Books
FTC Challenges Kroger’s Acquisition of Albertsons—Federal Trade Commission
The Lifespan of Large Appliances Is Shrinking by Rachel Wolfe—The Wall Street Journal
Related Episodes
288: Will Early Retirements Crash the Economy?
222: Why We Overpay and How It Contributes To Income Inequality
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Berkshire Hathaway doesn't pay a dividend, its cash pile keeps growing, and Buffet says it's gotten too big to make acquisitions that can impact the company. Meanwhile, utility ETFs have a steady 3.5% dividend yield. Which will be the better-performing investment going forward?
Topics covered include:
How has Berkshire Hathaway performed relative to the S&P 500 Index and other active managersWhy Warren Buffett believes Berkshire's electric utility holdings were a mistakeWhy California has some of the highest utility rates in the U.S.Why Berkshire Hathaway will eventually need to pay a dividend even though it doesn't currentlyGoing forward, will it be more profitable to invest in Berkshire Hathaway, a utility ETF, or an index fundSponsors
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Show Notes
Berkshire Hathaway 2023 Shareholder Letter
The Man Preparing for a Berkshire Hathaway Without Warren Buffett by Justin Baer—The Wall Street Journal
Warren Buffett admits Berkshire Hathaway’s days of ‘eye-popping’ gains are over by Eric Platt—The Financial Times
Active vs Passive Investment Management Barometer Report—Morningstar
Buffett sounds wildfire alarm as utilities industry enters new era by Eric Platt and Myles McCormick—The Financial Times
Paying for Electricity in California: How Residential Rate Design Impacts Equity and Electrification—Next10
Investments Mentioned
Berkshire Hathaway Inc Class B (BRK.B)
Vanguard Utilities ETF (VPU)
Related Episodes
466: Does Dividend Investing Still Work?
463 Plus: Model Portfolios, UK versus US Valuations, MCI Premium, and MFD Proxy Battle
444: Natural Disasters: Are They Truly Increasing?
242: Should You Let Warren Buffett Manage Your Money?
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Japan's stock market recently exceeded the all-time high first set in December 1989. That's 34 years of zero price appreciation for the stock market. What drove this lackluster performance, will it continue, and what can we learn from it?
Topics covered include:
How big was Japan's stock bubble, and how much did it contribute to the stock market's underperformance over the past three decadesHow do Japan's demographic trends impact its economic challenges, and what are the solutionsWhy Japan's houses are built to depreciate in valueWhat lessons can we learn from Japan's extended bear marketSponsors
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Show Notes
Japan’s Nikkei 225 index eclipses record high after 34 years by Leo Lewis—The Financial Times
Investors eye further gains after Nikkei breaks through 1989 high by Leo Lewis and Kana Inagaki—The Financial Times
Related Episodes
235: What If Home Prices Always Declined
178: Japan and the Impact of A Shrinking Population
73 Plus: Investing In Japan
38 Plus: Time Wealth and Japan
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How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance.
Topics covered include:
How large have fund flows been away from active mutual funds into ETFsHow big are the largest ETF families and how has their market share grownWhy the rise of active ETFs blurs the distinction between active and passive investingWhy there doesn't appear to be an indexing price bubble, but the rise of passive investing has impacted volatility and decreased stock price informativenessA framework for how to analyze markets and select ETFs for your portfolioSponsors
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Show Notes
Global Fund Flows Dominated by Fixed-Income and ETFs—Morningstar
It’s Official: Passive Funds Overtake Active Funds by Adam Sabban—Morningstar
ETF Issuer League Tables—VettaFi
Global ETF Market Facts: three things to know from Q3 2023 by Samara Cohen—iShares
Rise of Passive Investing - Effects on Price Level, Market Volatility, and Price Informativeness by Pawel Bednarek—SSRN
Investments Mentioned
SPDR® S&P 500® ETF Trust (SPY)
JPMorgan Equity Premium Income ETF (JEPI)
Avantis US Small Cap Value ETF (AVUV)
Related Episodes
426: Which is Best – Active or Passive, ETFs or Funds?
321: How to Analyze Complex Investments
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Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are non-dividend paying stocks outperforming dividend growers, and will it continue?
Topics covered include:
What message do companies say when they initiate, grow, or cut their dividendWhat is dividend smoothingHow have dividend payers performed relative to non-dividend payersWhy have non-dividend payers, which are primarily growth stocks, outperformed dividend payersHow the payout ratio and return on equity impact dividend strategiesWhat are reasons to include dividend strategies in your portfolioSponsors
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Show Notes
The dividend puzzle by Fischer Black—The Journal of Portfolio Management
Can Dividend Investing Rise From the Dead? by Jon Sindreu—The Wall Street Journal
Einhorn Says Markets ‘Fundamentally Broken’ By Passive, Quant Investing by Matthew Griffin—Bloomberg
Your Mutual Fund Stinks. Can This Wall Street Invention Change That? by Jason Zweig—The Wall Street Journal
Asset Camp
Investments Mentioned
WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS)
WisdomTree Emerging Markets High Dividend ETF (DEM)
Vanguard Dividend Appreciation ETF (VIG)
iShares Core S&P 500 ETF (IVV)
Related Episodes
429: Which Inflation Protection Strategies Worked and Which Didn’t?
342: Is Another Great Inflation Coming?
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Humans are wired to feel regret. Here's how to learn from financial regret to become a better investor.
Topics covered include:
What cognitive biases make feelings of financial regret unavoidableWe analyze two regret case studies - one from David and one from a Plus memberWhy do we avoid big regrets but manage through small onesFive cognitive tricks to help manage financial regretsSponsors
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Show Notes
Fooled by Randomness: The Hidden Role of Chance in Life and in the Markets by Nassim Nicholas Taleb—Penguin Random House
Related Content
448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium
408: Is Success Due to Hard Work, Talent, or Luck?
What Is Risk vs Uncertainty?
53: Should You Invest In Bitcoin?
Investments Mentioned
Vanguard Long-Term Bond ETF (BLV)
Vanguard Extended Duration Trs ETF (EDV)
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Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields today.
Topics covered include:
The risk of buying long-term bonds and ETFs to benefit from falling yieldsHow volatility drag has impacted a long-term bond ETF like TLTWhy interest rates won't go up just because the government issues more bondsHow CDs, fixed annuities, and zero-coupon bonds workWe compare and contrast the seven fixed-income options reviewed in this two-part seriesSponsors
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Show Notes
Investors may be getting the Federal Reserve wrong, again—The Economist
Today's Best Multi-Year Guaranteed Annuities—Immediate Annuities
Zero-Coupon Treasuries Flew Off Shelves During October Yield Surge by Elizabeth Stanton—Bloomberg
Investments Mentioned
iShares 20+ Year Treasury Bond ETF (TLT)
Invesco BulletShares 2029 Corporate Bond ETF (BSCT)
Related Episodes
463: How to Lock in Higher Yields in Case Interest Rates Fall
418: Bond Investing Masterclass
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