Afford Anything BONUS: Stagflation, Stocks & Social Security - What’s Next for Your Money? with Rob Berger
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Sep 15, 2025 Rob Berger, a former lawyer and financial expert known for his insights on personal finance, joins Paula Pant to tackle pressing economic questions. They discuss whether the American Dream is still achievable for Gen Z and if another market crash is looming. Rob offers strategies for investing in an overpriced stock market and assesses the future of Social Security amidst rising inflation. With candid advice on asset allocation and retirement planning, this conversation is packed with practical insights for all ages.
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Fed's Impossible Tradeoff
- The Fed faces a dilemma: inflation ticked up while employment softens, hinting at stagflation risks.
- Predictions are unreliable because data and conditions keep changing rapidly.
Mega-Caps Distort Market Valuations
- Market gains are concentrated in a few mega-cap winners whose profits and margins drive index performance.
- Low interest rates act like gravity on asset prices, and valuations won't stay high forever.
Diversify Beyond The S&P 500
- Don't rely solely on the S&P 500; add international, small-cap, value, or REIT exposure for true diversification.
- Use other index funds to shape a less concentrated portfolio aligned with your goals.
