Many Happy Returns

Explore tax-efficient strategies before the UK tax year ends, from maximizing ISAs and pensions to managing investments with Free Trade. Dive into estate management and gifting, navigate international tax laws, and learn about capital gains tax advantages when donating to charities. Discover effective ways to minimize tax liabilities with expert advice on bed and breakfasting transactions.

The podcast discusses Nvidia's success in the AI sector and its impact on the stock market, exploring their growth from gaming boards to AI chips. It also delves into Nvidia's future strategies for growth, market risks, and the societal impact of AI. Additionally, there is a discussion on AI tools for investing and the 'rule of 40' for software companies.

Exploring the impact of recession on investments, wage disparities between US and UK, financial situations of Japan vs UK, global economic status indicators, importance of global diversification, difference between recession and depression, potential triggers for economic downturn

This podcast explores the problems faced by banks due to losses on property loans, the potential impact of rising interest rates on commercial real estate, and the consequences for bank solvency. It also discusses the distress in the commercial real estate market, negative equity in house investments, and the risks of leveraged losses in property and commercial real estate.

The podcast discusses the underperformance of UK stocks, the decline of the UK stock market, challenges in the UK's tech sector, marketing the UK's strengths, analyzing the valuation of UK stocks, the value trap concept, potential catalysts for the UK stock market, and what happens when a company goes private.

Learn about the best free investing tools for asset valuation, fund selection, and portfolio modeling. Discover sources like Yahoo Finance and Google Finance, as well as the features of Koifen and its comparison to Bloomberg. Explore the extensive economic data resource, Fred, and analyze the Boglehead's Simba spreadsheet. Dive into the benefits of portfoliocharts.com for personalized investment portfolios and understand the effectiveness of back tests in predicting portfolio performance.

The "Weird Portfolio" seeks to sidestep market crashes while still achieving attractive long-term returns. We talk to its creator, Value Stock Geek. We also dig into value investing, and how to find wonderful companies at wonderful prices. Follow Value Stock Geek at securityanalysis.org ---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

Explore underappreciated aspects of stock markets: flaws of price-weighted indices, advantages of market cap weighting, active management vs passive investing, limitations of P.E. ratio, dilution in stocks and foreign exchange fees, optimizing fees and taxes, market cap vs GDP in global index funds, and reliability of market cap vs GDP as an indicator.

Since starting PensionCraft, I’ve spoken to more than a thousand people about their finances, helping with their investing goals, strategies, and fears. We discuss common challenges investors face and how they chart the right course. And in today’s Dumb Question of the Week: Why is it so hard to talk about 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

After a century of rapid population growth, the world is getting older. But with fewer workers to subsidise healthcare and pensions, some speculate that shifting demographics spell trouble for the economy and our investments. We debate whether the golden age of stock markets can survive the great Demographic Drag? And in today’s Dumb Question of the Week: How did old people survive before pensions? Selected links Ageing Is the Real Population Bomb | IMF Boomer Retirement: Headwinds for U.S. Equity Markets? | San Francisco Fed ---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