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 decade
Sponsors
Yahoo Finance
Monarch Money – Get an extended 30-day free trial
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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?
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apr 24
25 min
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 debasement
Sponsors
LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs
NetSuite – Get your free KPI checklist
Asset Camp Webinar
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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?
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apr 17
26 min
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 consider
Sponsors
Betterment - the automated investing and savings app
Monarch Money – Get an extended 30-day free trial
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apr 10
24 min
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.
Sponsors
NetSuite
Monarch Money – Get an extended 30-day free trial
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
Show Notes
Josh Jalinksi - Financial Quarterback
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Apr 3
48 min
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
Betterment – the automated investing and savings app
Long Angle is a private community of 2,500 very high net worth investors who leverage their collective expertise and scale to access and underwrite some of the world’s best alternative asset investments. Learn more here.
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mar 27
21 min
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 examples
Sponsors
Long Angle is a private community of 2,500 very high net worth investors who leverage their collective expertise and scale to access and underwrite some of the world’s best alternative asset investments. Learn more here.
NetSuite
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mar 20
27 min
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
Betterment – the automated investing and savings app
LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mar 13
27 min
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 fund
Sponsors
Shopify - Sign up for a $1 per month trial period
NetSuite – Get your free KPI checklist
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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?
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Mar 6
25 min
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 market
Sponsors
Monarch Money – Get an extended 30-day free trial
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Feb 28
52 min
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 portfolio
Sponsors
Long Angle is a private community of 2,500 very high net worth investors who leverage their collective expertise and scale to access and underwrite some of the world’s best alternative asset investments. Learn more here.
NetSuite – Get your free KPI checklist
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Asset Camp
Money for the Rest of Us Plus
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Feb 21
25 min
Load more