All Episodes
Episodes
Timing markets is really really hard, the difficulty of portfolio tilting and the loss of purchasing power in the dollar.
Timing is hard: https://www.ft.com/content/47b49fd1-48fb-4855-9c34-d32348c6df37
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Bank of America Plaza teaches us a lesson, dividend growth throughout history, and lessons from my research of a REIT in college.
Bank of America Plaza: https://www.dallasnews.com/business/real-estate/2024/01/23/dallas-bank-of-america-plaza-makes-plans-for-the-future-without-bank/
Dividend Growth History S&P 500:...
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The worst 20 year investment periods, the dangers of hubris in investment allocation and why investing at the top is great.
The government seeks to protect investors, Norway's sovereign wealth fund struggles to stock pick and the hunt for quality stocks is upon us.
What to know about financial advice as policymakers debate changes to the rules: https://www.cnbc.com/2024/01/15/what-to-know-about-financial-advice-as-lawmakers-debate-rule-changes.html
The World's Biggest Wealth...
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Hedge Funds for the masses disappoint, what it's like to retire on social security alone and the SEC approves the bitcoin ETFs.
Hedge Funds for the Masses Disappoint: https://www.wsj.com/finance/investing/hedge-funds-alt-funds-high-costs-6738bc51
Here's what it's like to retire on nothing but Social Security:...
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How so many got 2023 wrong, the future is indeed bright, US economist predicts greatest crash of our lifetime and Robert's Corner where we discuss if you really could be a stock picker
How I, and Everyone else got 2023 so wrong: https://www.wsj.com/finance/how-i-and-everyone-else-got-2023-so-wrong-637d5f1d?st=c3rxf2qlfjg6h88&reflink=article_email_share
The future is bright if you know where to...
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A yearslong way to boost stock market returns, Trick your brain into good financial choices, and Mystifying financial data
A Yearslong Way to Boost Stock Market Returns: https://www.wsj.com/personal-finance/taxes/a-yearlong-way-to-boost-stock-market-returns-41cbcd11
Trick Your Brain Into Being Better With Money:...
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Wunderkind investing strategies fade, a ponzi scheme is uncovered in the cattle business, Robert Kiyosaki keeps scaring us and Robert's Corner!
A Wunderkind Hedge Fund Strayed Beyond Value Investing: https://www.wsj.com/finance/investing/a-hedge-fund-wunderkind-strayed-beyond-value-investing-heres-what-happened-next-7e900d74?reflink=integratedwebview_share...
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Money moves it's too late to make, how to lose $ 50 million at JP Morgan and some fun investing facts.
Money moves to make if you're expecting the Fed to lower interest rates: https://www.wsj.com/personal-finance/money-interest-rate-investment-stocks-bonds-4310b111?reflink=integratedwebview_share
JP Morgan is in a...
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What the stock market taught us this year, Asset Class performance in November and Robert's Corner where I discuss my own investing struggles
What the stock market taught us this year: https://www.wsj.com/finance/investing/stock-market-2023-lessons-investing-2cedd44f?reflink=integratedwebview_share
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Cash hoarders start looking for risk, AI stocks leave the value folks behind and Charlie Munger's lessons.
Investors are hungry for risk: https://www.wsj.com/finance/stocks/investors-are-hungry-for-riskand-holding-record-cash-sums-6fe43275?st=zuetsjqtb3sov72&reflink=article_email_share
The stocks that AI mania left...
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UBS predicts roaring 90's stock market, Mint budgeting app dies, 529 secrets you wish you knew and Robert's Corner where we look at the intersection of refrigeration and investment.
UBS Thinks U.S. Economy is Headed Back to Clinton-Like Era: https://finance.yahoo.com/news/forget-gloom-1970s-ubs-thinks-123027482.html
There's a Reason a Killer Money Saving App Still Doesn't Exist:...
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