Explore the underperformance of global small-cap stocks compared to large-cap stocks, reasons behind it, and the potential for double-digit returns. Discuss the importance of quality when investing in small caps and the benefits of considering small caps in a diversified portfolio.

The podcast discusses the illusion of inflation and currency debasement, questioning the normalcy of rising prices and decreasing purchasing power. It explores central banks' strategies to combat deflation, the impact of inflation on debt and housing, and the role of assets like gold and Bitcoin in overcoming currency debasement.

Analysts discuss the attractiveness of investing in emerging market bonds, comparing their performance to U.S. bonds and examining default rates. They explore the differences between local currency and USD-denominated bonds and discuss reform efforts in emerging market nations. Investment options, risks, and potential outcomes in the emerging markets bond market are analyzed.

Financial advisor Josh Jalinski discusses constructing portfolios, factor investing, and managing retirement assets. They explore asset classes like dividend investing and leveraged loans, and strategies for maximizing wealth. Topics include growth versus value investing, equity REITs, China, and managing regret.

Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress.Topics covered include:How consumer sentiment surveys are designed and their current findings.Reasons behind consumer frustration with increasing prices amidst declining inflation rates.The magnitude of the inflation shock and its underlying causes.The concept of reference prices and their significant role in shaping consumer sentiment.Factors contributing to the high levels of economic uncertainty among households.Key elements required for enhancing consumer confidence in their economic future.The political repercussions stemming from widespread economic dissatisfaction.SponsorsBetterment – the automated investing and savings appLong Angle is a private community of 2,500 very high net worth investors who leverage their collective expertise and scale to access and underwrite some of the world’s best alternative asset investments. Learn more here.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesSurveys of Consumers—University of MichiganConsumer sentiment climbs amid split views on business outlook—University of MichiganThe Purchasing Power of American Households—U.S. Department of the TreasuryUnemployment Rate—St. Louis FedWe Still Don’t Believe How Much Things Cost by Rachel Wolfe and Rachel Louise Ensign—The Wall Street JournalIt’s Been 30 Years Since Food Ate Up This Much of Your Income by Jesse Newman and Heather Haddon—The Wall Street JournalConsumers are increasingly pushing back against price increases — and winning by Christopher Rugaber—Yahoo! FinanceKraft Heinz ups ad spend, changes leadership by Christopher Lombardo—StrategyMany Americans Believe the Economy Is Rigged by Katherine J. Cramer and Johnathon D. Cohen—The New York TimesCovid-19 Coronavirus Pandemic—WorldometerRelated Episodes380: How Stories Drive Our Happiness and Financial Success294: How Stories Go Viral and Drive Economic Events286: Coronavirus and the Financial Impact of PandemicsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Delve into covered call strategies for generating income, understanding risks, and realistic return expectations. Explore topics like mechanics of covered call options, risks and gains, and strategies with index funds. Learn about investments like JP Morgan Equity Premium Income ETF and Global X NASDAQ 100 Covered Call ETF. Compare covered call ETF returns with underlying TLT ETF and explore income generation with put options.

Learn about the economic engine's coordination between savers, investors, consumers, and more. Discover how hoarding and unfair competition lead to economic distortions. Explore the paradox of thrift, borrowing's impact on income, and examples of market distortions like planned obsolescence.

Comparing the investment potential of Berkshire Hathaway and utility stocks. Buffett admits challenges with acquisitions. Discussing dividend yield from utility ETFs vs Berkshire's no-dividend stance. Exploring California's high utility rates. Analyzing performance and future prospects of Berkshire Hathaway, utility ETFs, and index funds.

Exploring Japan's 34 years of stagnant stock market performance, the podcast delves into the causes behind the underperformance, including the stock bubble and demographic challenges. Insights on Japan's unique housing market trends, economic growth strategies, and lessons for investors. Reflections on Japan's work culture, aging population, and the significance of understanding market dynamics for long-term investment success.

Exploring the shift from active mutual funds to ETFs, the rise of passive investing, and the blurring lines between active and passive ETFs. Debunking the indexing price bubble myth and discussing the impact of passive investing on market volatility and stock prices. Providing a framework for analyzing and selecting ETFs for investment portfolios.