Ask The Compound What Is the Expected Return for the Stock Market?
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Jun 18, 2025 Callie Cox, Chief Market Strategist, shares her expertise on macroeconomics and investment strategies. She discusses the balance between saving for the future and enjoying life now, offering practical strategies for achieving that equilibrium. The conversation explores risk tolerance, especially for younger investors facing market volatility. Callie also dives into the historical context of markets and the implications of a changing U.S. dollar on investments, making complex topics accessible and engaging.
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Ben Carlson's Work-Family Balance
- Ben Carlson balances content creation with his duties at Ritholtz Wealth Management.
- He prioritizes family time despite his extensive work schedule including podcasts, blogs, and meetings.
Bogle's Return Formula & Limitation
- John Bogle's expected return formula combines dividend yield, earnings growth, and valuation changes.
- Forecasting returns is hard because market valuations reflect investor sentiment, which is unpredictable.
Risk Tolerance Roots in Experience
- Risk tolerance is often shaped by early money experiences and generational events like the Great Recession.
- Millennials tend to hold more cash, reflecting risk aversion entrenched during formative years.