Podcast Feed

How Corporate Profits Drive Stock Returns

How Corporate Profits Drive Stock Returns

#105 What drives corporate profits over time and how they contribute to long-term stock returns. Show notes at link

Is It Possible To Win At Trade?

Is It Possible To Win At Trade?

#104 When a country runs a trade deficit is that a good or bad thing? It depends. Learn why in this episode. Show notes at link

How To Reenter the Stock Market

How To Reenter the Stock Market

#103 Here are the three things you need to coax yourself back into the stock market if you are on the sidelines. Plus, why short-term market declines…

What It Takes To Be A Value Investor

What It Takes To Be A Value Investor

#102 Why the value style outperforms growth investing, and what are the attributes of successful value investors. Show notes at: link

Why Markets and Economies Are Ceaselessly Creative and Radically Unpredictable

Why Markets and Economies Are Ceaselessly Creative and Radically Unpredictable

#101 How memes, stories, people, systems, goods and services mix and interact to create an expanding economic web that is ceaselessly creative and ra…

Navigating a Negative Carry World

Navigating a Negative Carry World

#100 How to invest and live in a radically unpredictable, low investment return world. Show notes at link

Money Is Story

Money Is Story

#99 How money originated and why our relationship with money is driven by the stories we tell. Show notes at link

Why You Need A Lifestyle Business

Why You Need A Lifestyle Business

#98 How a lifestyle business can offset the impact of lower investment returns and contribute to a more sustainable economy. Show notes at link

The Great Financial Crisis

The Great Financial Crisis

#97 What caused the great financial crisis and how the lessons learned apply to our own financial lives. Show notes at link

Five Wealth Lessons From A Stoic

Five Wealth Lessons From A Stoic

#96 Rumors are always circulating about economic collapse. How the stoic philosopher Seneca would handle these predictions of calamity. To get the Se…

Keep Investing Simple

Keep Investing Simple

#95 Steps to take to keep investing simple. Plus how changes in China are having spillover effects for global economic growth and asset class returns…

How Money Is Created and Destroyed

How Money Is Created and Destroyed

#94 How federal governments allow banks to create the vast majority of the world's money supply, and why that erodes the value of money over time. Sh…

Capitalism, Complexity, and Cuba

Capitalism, Complexity, and Cuba

#93 Why uncertainty and failure is necessary for a functioning economy and why Cuba is embracing both in its struggle to reform its economy. Show not…

What Robo-advisors Recommend

What Robo-advisors Recommend

#92 How do the leading robo-advisors compare in terms of their recommended portfolio mixes, fees, expected returns and risk. To get summary sheet of …

Demography Rules

Demography Rules

#91 How the number of retirees compared to workers impacts economic growth, inflation and stock returns. Show notes at link

The True Cost and What It Takes To Be Retired

The True Cost and What It Takes To Be Retired

#90 Knowing what things truly cost can help us live like we are already retired. Show notes at link

How To Outperform The Market Without Predicting The Future

How To Outperform The Market Without Predicting The Future

#89 How using smart beta and timing economic regime changes can lead to market outperformance. Show notes at link

Are You A Stock Or A Bond?

Are You A Stock Or A Bond?

#88 Our total wealth includes both financial and human capital, which is the value of our future employment earnings. How to consider both in your as…

Is This Normal?

Is This Normal?

#87 How long-term trends in inflation, stocks and climate changed are hidden by short-term countertrends, creeping normalcy and myriad moving parts. …

Don't Be A Commodity

Don't Be A Commodity

#86 How not to be a commodity even if you work in a commodity business. Plus, an update on commodities and master limited partnerships. Show notes at…