Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
How to Restructure a Portfolio to Increase Excess Return
02:17 • 2min
How to Use Ned Davis Research to Analyze the Markets
03:59 • 3min
How to Analyze the Stock Market
07:18 • 2min
The Multi Variable Approach to the Global Stock Market
09:36 • 3min
The Importance of Price to Earnings Ratios
12:09 • 3min
The Importance of Earnings Yield
14:54 • 3min
How Variable Earnings Can Distort the One Year Average Earning Per Share
18:15 • 2min
The Impact of Currency on Returns of Indexes
20:07 • 3min
The Impact of Currency on Value Investing
23:04 • 3min
The Importance of Value Over Growth
25:52 • 4min
How to Analyze Indexes in a Way That You've Always Wanted to Do
29:32 • 3min