Many Happy Returns

Mid-Year Market Review: Time To Get Off The Bull?

Jun 28, 2023

40:02

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Episode notes

Introduction

3min

The FT's Forward Earnings Yield Parity

2min

The S&P 500 Is in a Bull Market

2min

How to Buy the S&P 500 Without the Top 10 Stocks

2min

The Markets Are Looking Through This Period of Pain

3min

Cryptocurrency: The Ultimate Euphoria Gauge

2min

The Risks on the Table for the Stock Market

2min

The Rise of the US Stock Market

2min

The Rise of International Stocks in the US

1min

10.

The Trouble With the UK Stock Market

2min

11.

The Future of Money Market Funds

2min

12.

The UK's Wage Restraint Crisis

3min

13.

The Bank of England's Negative View on the UK Bankruptcy

2min

14.

The Bank of England's Predictions for the UK Housing Market

2min

15.

The 6040 Portfolio Is Dead

2min

16.

The Future of the 6040 Bond Fund

3min

17.

How to Build a Bond Ladder

2min

18.

Vanguard's 10 Year Outlook for the 60 40 Portfolio

3min

We’re halfway through the year, and it’s time to take stock.

Central banks are approaching the end of the hiking cycle. The S&P 500 has entered a new bull market. And bonds are paying more than 5%. We discuss where the investing opportunities might lie and what risks lurk for the rest of 2023.

And in today’s Dumb Question of the Week: Is the 60/40 portfolio dead?

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🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

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