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Excess Returns
Challenging "Stocks for the Long Run" with Jason Buck
Aug 22, 2024
Join Jason Buck from Mutiny Funds, an expert challenging conventional stock investing wisdom. He argues that historical U.S. stock returns might be an anomaly and stresses understanding real versus nominal returns. Buck shares insights on building resilient, diversified portfolios through concepts like fractal diversification. He challenges traditional views on withdrawal rates in retirement and discusses the advantages and risks of leveraging investments. Plus, discover unconventional investing strategies that could reshape your financial mindset.
01:01:49
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Quick takeaways
- Jason Buck argues that the historical returns of the U.S. stock market may not be sustainable, urging investors to consider global market trends.
- The distinction between real and nominal returns is vital for investors, as inflation can significantly impact the actual growth of capital.
Deep dives
Challenging the Stocks for the Long Run Belief
The podcast emphasizes the necessity of critically examining the entrenched belief that 'stocks are for the long run.' Jason Buck highlights the unique outlier status of the U.S. stock market, particularly its historical dominance over the past 150 years, which is not guaranteed to continue in the future. He encourages investors to consider the global context, noting that many international markets do not share the same robust returns as the U.S. Instead, he stresses the importance of analyzing long-term market trends and diversifying one's portfolio to mitigate potential risks associated with relying solely on U.S. equities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode