Money For the Rest of Us

Explore topics like avoiding common investment mistakes, the downfall of Long-Term Capital Management, the value of diversification, position sizing in investing, managing volatility and risk, and allocation to risk and expected return in this entertaining podcast.

The podcast explores the impacts of higher interest rates on housing affordability, new apartment construction, stock buybacks, excess returns for stocks and bonds, alternative investments, and financial opportunity costs. It also discusses the challenges of predicting future interest rates, the consequences for homeowners and the economy, the impact on risk premiums, and strategies for protecting returns and making financial decisions.

The podcast discusses economic and financial warning signs to pay attention to, the impact of government debt and interest rates, why central banks don't control the stock market, and the potential for the dollar to plummet. It emphasizes the importance of basic freedoms and goods, explores the term premium and fiscal situation in the US, and highlights the influence of central banks and the significance of travel and creation in the financial system.

Locking in higher yields now is advised as real interest rates are the highest in 15 years. Discusses topics from the Jackson Hole Symposium, central bank policy actions, neutral real rate of interest, importance of new ideas, and factors affecting interest rates. Also explores how ideas fuel economic growth and offers investment strategies for higher rates.

The podcast discusses recent personal encounters with property crime and explores trends in property crime rates. It analyzes the factors influencing crime rates and debunks misconceptions. The impact of switching from leaded to unleaded gas on crime rates is explored. The episode also provides tips to reduce exposure to property crime and emphasizes the importance of trusting intuition.

How to balance saving, investing, and spending for a fulfilling life. Start spending your nest egg sooner. Balancing fear of making a change with fear of missing out. Making deliberate choices versus maximizing experiences. Estimating how much to spend from retirement assets. Using online calculators for retirement savings and spending.

This bonus episode is a masterclass on bond investing. They discuss measures of bond yields, estimating returns for bond funds, and a bond type with a U.S. government guarantee. They also explore the challenges of the current rate environment, the relationship between bond prices and yields, and the impact of changing interest rates on bond investments. Additionally, they discuss the role of the Federal Home Loan Banks in the mortgage market and their implied guarantee from the U.S. government.

The podcast discusses the underperformance of China's stock market compared to its strong economy. It explores the factors contributing to this, including economic and governance issues, and highlights the potential for future investment opportunities in emerging markets. The podcast also touches on the impact of health care on China's economy, the current state of the stock market, and the challenges and opportunities in investing in India's technology sector.

The podcast discusses the factors contributing to the devastating Maui wildfire, global wildfire trends, and the role of insurance companies. It explores the complex interplay of climate change, urban expansion, and human choices. The podcast also addresses the lack of confidence in weather impact predictions due to natural variability and provides guidance for individuals dealing with long-term potential threats.

We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead.Topics covered include:How index providers divide the stock universe into large and small, growth and valueThe difference between the price-to-earnings ratio and earnings yield and which is betterHow earnings volatility can impact annual earnings growth and what to use to estimate future earningsHow value stocks often grow earnings faster than growth stocksHow value has outperformed growth in the last three yearsSponsorsUse code MONEY10 to get 10% off on your NAPA Autoparts online order.NetSuite – the leading integrated cloud business software suiteInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.Show NotesAsset CampMoney for the Rest of Us PlusRelated Episodes102: What It Takes To Be A Value Investor261: Is Value Investing Dead?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.