Episodes

  • Is Small Cap Dead? Why You Shouldn't Abandon Small Cap Stocks

    Is Small Cap Dead? Why You Shouldn't Abandon Small Cap Stocks
    Apr 24 2024

    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 decades
    • What factors contributed to the underperformance
    • How quality is an important factor to consider when investing in small caps
    • What are the earnings prospects for small-cap stocks
    • Why small-cap stocks could deliver double-digit returns over the next decade


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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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    26 mins
  • Inflation's Illusion: Debunking the Normalcy of Currency Debasesment

    Inflation's Illusion: Debunking the Normalcy of Currency Debasesment
    Apr 17 2024

    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 increases
    • How central banks seek to overcome productivity-induced deflation by increasing the money supply
    • How inflation and ongoing currency debasement encourage debt, the financialization of housing, and keep unprofitable companies in business
    • How gold, Bitcoin, stocks, real estate, and other assets help us overcome currency debasement


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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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    26 mins
  • Are Emerging Markets Bonds a Once in a Generation Opportunity?

    Are Emerging Markets Bonds a Once in a Generation Opportunity?
    Apr 10 2024
    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 considerSponsorsBetterment - the automated investing and savings appMonarch Money – Get an extended 30-day free trialInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesEmerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMOEM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch RatingsThe big opportunity in emerging market debt by Victoria Courmes—The Financial TimesDefault Risk Fades in Emerging Markets as Riskiest Bonds Soar by Zijia Song, Giovanna Bellotti Azevedo, and Srinivasan Sivabalan—BloombergThe weakest links in the global economy are on the mend by Ruchir Sharma—The Financial TimesHow to invest in closed-end funds - Money for the Rest of UsInvestments MentionediShares 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 Episodes411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha MehtaHow to Invest in Closed-End FundsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    24 mins
  • Investing Fundamentals and What Is Attractive Now

    Investing Fundamentals and What Is Attractive Now
    Apr 3 2024

    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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    48 mins
  • Is the Economy as Bad as People Think?

    Is the Economy as Bad as People Think?
    Mar 27 2024
    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.SponsorsBetterment – the automated investing and savings appLong 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 NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesSurveys of Consumers—University of MichiganConsumer sentiment climbs amid split views on business outlook—University of MichiganThe Purchasing Power of American Households—U.S. Department of the TreasuryUnemployment Rate—St. Louis FedWe Still Don’t Believe How Much Things Cost by Rachel Wolfe and Rachel Louise Ensign—The Wall Street JournalIt’s Been 30 Years Since Food Ate Up This Much of Your Income by Jesse Newman and Heather Haddon—The Wall Street JournalConsumers are increasingly pushing back against price increases — and winning by Christopher Rugaber—Yahoo! FinanceKraft Heinz ups ad spend, changes leadership by Christopher Lombardo—StrategyMany Americans Believe the Economy Is Rigged by Katherine J. Cramer and Johnathon D. Cohen—The New York TimesCovid-19 Coronavirus Pandemic—WorldometerRelated Episodes380: How Stories Drive Our Happiness and Financial Success294: How Stories Go Viral and Drive Economic Events286: Coronavirus and the Financial Impact of PandemicsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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    21 mins
  • Unlocking Income: A Comprehensive Guide to Investing in Covered Call ETFs

    Unlocking Income: A Comprehensive Guide to Investing in Covered Call ETFs
    Mar 20 2024

    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 work
    • How much can you earn investing in covered call strategies
    • What are some numerical examples based on current option prices
    • How covered call strategies can be used for both stock and bond ETFs
    • What are some covered call ETF examples


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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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    28 mins
  • How the Economy Really Works: Savings, Investing, Consuming and Market Distortions

    How the Economy Really Works: Savings, Investing, Consuming and Market Distortions
    Mar 13 2024

    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 thrift
    • How borrowing money can lead to higher income and savings and potentially to bubbles
    • How hoarding differs from investing and why too much hoarding can deprive businesses of capital
    • How 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?


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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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    27 mins
  • Which Will Perform Better: Berkshire Hathaway or Utility Stocks?

    Which Will Perform Better: Berkshire Hathaway or Utility Stocks?
    Mar 6 2024
    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 fundSponsorsShopify - Sign up for a $1 per month trial periodNetSuite – Get your free KPI checklistInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesBerkshire Hathaway 2023 Shareholder Letter The Man Preparing for a Berkshire Hathaway Without Warren Buffett by Justin Baer—The Wall Street JournalWarren Buffett admits Berkshire Hathaway’s days of ‘eye-popping’ gains are over by Eric Platt—The Financial TimesActive vs Passive Investment Management Barometer Report—MorningstarBuffett sounds wildfire alarm as utilities industry enters new era by Eric Platt and Myles McCormick—The Financial TimesPaying for Electricity in California: How Residential Rate Design Impacts Equity and Electrification—Next10Investments MentionedBerkshire Hathaway Inc Class B (BRK.B)Vanguard Utilities ETF (VPU)Related Episodes466: Does Dividend Investing Still Work?463 Plus: Model Portfolios, UK versus US Valuations, MCI Premium, and MFD Proxy Battle444: 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.
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    26 mins