Many Happy Returns

How will sanctions on Russia affect markets? Western governments have imposed unprecedented economic sanctions on Russia for its invasion of Ukraine. Central bank reserves have been frozen. Banks have been cut out of the SWIFT payment network. And Russian stocks have been shorn from equity indices. We look at what impact these moves will have on markets and how investors might respond. Is inflation going to keep rising? Might there be hidden systemic risks lurking? And might markets fall further? In the Dumb Question of the Week, we ask why central banks target an inflation rate of 2%? ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---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. Copyright 2023 Many Happy Returns

The podcast discusses the value of satellite investments in a core portfolio and explores assets on a 'Market Crash Shopping List'. Topics covered include actively managed investment trusts, leveraged funds, Chinese stocks, high-yield credit, REITs, and cryptocurrency regulation.

Learn about constructing a core portfolio for long-term investments, including stocks, bonds, cash, and gold. Discover what to look for in an index fund, when to rebalance, and the risks involved. Explore the concept of negative duration and the role of gold as a portfolio hedge. Dive into the Golden Butterfly portfolio and its performance in different market environments. Understand the risks and uncertainties in portfolio management, potential changes to state pension and private pension access, and efforts to create a comprehensive asset class index.

Can ESG funds save the planet while delivering strong investment returns? ESG funds claim to be able to keep the environment - and your conscience - clean. And all while delivering better returns than the broad market. We dig into how ESG indexes are constructed, what returns we can expect, and whether the environmental claims actually stack up. We also consider alternative investments which might be better placed to achieve the same goals. In the Dumb Question of the Week, we ask: Why would anyone buy bonds with a negative yield? Aren't you guaranteed to lose money? ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---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. Copyright 2023 Many Happy Returns

Big Tech companies have had a wild earnings season. Meta - the parent company of Facebook - suffered the largest-ever one-day loss in market value for a US company. The very next day, Amazon notched the largest-ever one-day gain in history. What is going on to cause such dramatic price moves? And what does the future hold for companies such as Apple, Amazon, Google, Facebook, Tesla and Microsoft? In the Dumb Question of the Week, we ask why companies care about their stock price? And how does the company benefit from a higher price? ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---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. Copyright 2023 Many Happy Returns

Ramin and Michael explore the impact of factor funds on investment returns and the risks involved. They discuss different factors such as value, momentum, and quality. The podcast also includes a debate on CEO pay and its relation to performance, addressing wealth inequality in the corporate world.

Are we in an asset bubble? Stocks, property and many other investments look expensive at the moment. Ramin guides us through different ways of looking at valuations to see just how expensive. If we are in a bubble, what could cause it to pop? And how can we protect ourselves as investors? And in today's Dumb Question of the Week, we ask: Is China communist or capitalist? ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---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. Copyright 2023 Many Happy Returns

In the first ever episode of Many Happy Returns, Ramin and Michael discuss the current surge in inflation. How bad is it? How long will it last? And how might it affect our stock, bond and gold investments? In our regular Dumb Question of the Week, we ask: Is legendary stockpicker Warren Buffett’s success is down to skill or luck? ---Get in touch 📧 mhr@pensioncraft.com 🎧 many-happy-returns.captivate.fm --- Join PensionCraft 🌐 Become a member at pensioncraft.com ▶️ Subscribe on YouTube ---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. Copyright 2023 Many Happy Returns