On today’s show, we had Matt Radgowski, CEO of Halo Investing to discuss:
– Customizing your own assets
– Utilizing notes as a hedge
– Latest innovations in defined outcome products, and much more!
Talk Your Book: Customizing Your Assets
Everything & Everyone Underperforms Eventually
Stocks, bonds, cash, gold and Warren Buffett all underperform eventually.
You Probably Need Less Money Than You Think For Retirement
Why so many millionaires have a problem spending their money in retirement.
The $70 Trillion Wealth Transfer
Some thoughts on the impact of baby boomers retiring and what the great wealth transfer will do to the markets.
Animal Spirits: How Much is Happiness Worth?
On today’s show, we discuss:
– Ben’s trip to NYC
– Stock market vs. bond market valuations
– The 4% inflation scenario
– Why the consumer is so important
– Record home values (again)
– The power of home equity, and much more!
Why Aren’t Investors Selling Stocks to Buy Bonds?
How expensive are stocks relative to bonds?
Talk Your Book: Large Cap Alpha
We are joined by Francisco Bido, Senior Portfolio Manager for the Integrated Alpha group of F/m Investments to discuss:
– Screening out companies
– Growth vs value investing
– Investing in Apple
– Avoiding Tesla, and much more!
The Pros & Cons of More Volatile Inflation
Why inflation is good and bad at the same time.
Do Valuations Even Matter For the Stock Market?
Robert Shiller has a free online database of historical stock market data I’ve been using for years. Going back to 1871, Shiller has data on historical interest rates, dividends, earnings, inflation and valuations. His preferred valuation measure is the cyclically-adjusted price to earnings (CAPE) ratio The average CAPE ratio going back to 1871 is 17.4x…
Everyone Has Their Own Money Trauma
How to deal with a large increase in your income in a short period of time.
