Podcast Feed

Is China or the U.S. More Vulnerable?

Is China or the U.S. More Vulnerable?

#218 What are the headwinds facing China that could slow economic growth, but still could lead to China growing faster than the U.S. Also, what is go…

Rebalancing, Overvaluation, Market Timing, and Stock Splits

Rebalancing, Overvaluation, Market Timing, and Stock Splits

#217 Which rebalancing strategy is best or should we even bother rebalancing? Should we just exit stocks completely, especially given how overvalued …

Avoid This Investment: P2P Lending

Avoid This Investment: P2P Lending

#216 Why peer-to-peer lending on platforms like Lending Club and Upstart is no place for individuals to invest given higher defaults, lower returns a…

Is A Dollar Collapse Coming?

Is A Dollar Collapse Coming?

#215 Will stagflation cause the dollar to crash and be a bottomless pit when the next recession hits? That is what Peter Schiff is predicting. We loo…

Should You Trade Currencies (Forex) Like Soros?

Should You Trade Currencies (Forex) Like Soros?

#214 How the foreign exchange market works and how George Soros made more than a $1 billion shorting the British pound in 1992. Why currency trading …

Why Health Insurance Is A Mess

Why Health Insurance Is A Mess

#213 How health insurance isn't really protection against a catastrophic illness but prepayment of routine healthcare consumption, leading to overcon…

Trade Wars Increase Prices and Poverty

Trade Wars Increase Prices and Poverty

#212 How a complex global trade system has reduced poverty, raised incomes, increased productivity, and lowered prices while a trade war will reverse…

How To Navigate A Housing Bubble

How To Navigate A Housing Bubble

#211 Why housing bubbles can last such a long time and what to do if you really want or need to buy a house in a frothy market. More information, inc…

Are There Always Winners and Losers When Trading?

Are There Always Winners and Losers When Trading?

#210 Why fair markets require uncertainty for both the buyer and the seller, and why sellers don't need to disclose everything they know to the buyer…

Why Bother Investing Internationally?

Why Bother Investing Internationally?

#209 Is it worth investing outside your home country given the risk? Should you hedge currency risk? What is the impact of Chinese "A" share listed c…

The Biggest Market Crash Is Recyclables

The Biggest Market Crash Is Recyclables

#208 How a Chinese ban and careless recycling habits by households and businesses led to a market collapse in recyclables. More information, includin…

How Do The Mega Rich Invest?

How Do The Mega Rich Invest?

#207 Why the mega rich don't have magical investing powers, but there are some investing attributes they possess that we can emulate. More informatio…

Be Bear Aware of Bank Loans

Be Bear Aware of Bank Loans

#206 Why the leveraged loan market (i.e. bank loans) is becoming more risky. What are collateralized loan obligations and how do they influence bank …

Is The Federal Reserve Really Printing Money?

Is The Federal Reserve Really Printing Money?

#205 If the Federal Reserve has printed over $2 trillion dollar and given it to banks to lend, why is U.S. inflation still low? More information, inc…

Why Are Investment Returns So Low?

Why Are Investment Returns So Low?

#204 How low real interest rates contribute to low returns for stocks and other risk assets. How real interest rates are determined. More information…

Is Investing More Like Poker or Chess?

Is Investing More Like Poker or Chess?

#203 How to make better investing and life decisions. More information, including show notes, can be found here.Episode SummaryDavid asks the questio…

Will Your Next Car Be Electric?
Car

Will Your Next Car Be Electric?

#202 What are the impediments to the mass adoption of electric vehicles. More information, including show notes, can be found here.Episode SummaryOve…

Is Your Portfolio Unbalanced?

Is Your Portfolio Unbalanced?

#201 Why most conventional portfolios make huge and often unintended bets on the stock market. How role based investing can lead to a more balanced p…

The Great National Debt Debate

The Great National Debt Debate

#200 Joshua Sheats from the Radical Personal Finance podcast and I discuss our different views regarding the national debt and the severity of the U.…

What Kind of Money Is It?

What Kind of Money Is It?

#199 How a bank panic led to the creation of the Federal Reserve, and why having diversified sources of money can protect us in case we have a bank p…