Some thoughts on the coast FIRE movement and how to think about retirement planning from a young age.
Coasting to Retirement with a Margin of Safety
Animal Spirits: 2024 Predictions
On today’s show, we discuss:
– 2023 market performance
– A bunch of 2024 predictions
– Our favorite historical stock market return series
– The high quality of restaurants
– Paying off your mortgage early
– The downsides of behavioral finance
– Bens most cynical take of the year, and much more!
What Comes After a Good Year in the Stock Market?
A historical look at what happens after a 20%+ gain in the stock market the next year.
2023: It Was a Good Year
A look back at 2023 returns for stocks and bonds.
Investing in Middle Age
Investing for 40-somethings.
10 Questions For 2024
10 questions I’m thinking about heading into a new year.
Animal Spirits: What Will Perform Best in 2024?
On today’s show, we discuss:
– Christmas arguments
– Green shoots in prices
– 1940s vs. 1970s inflation
– Why we’re not worried about index funds
– How to save and invest in middle age
– Why Bitcoin is the most extreme asset
– Celebrating no recession in 2023
– Why the U.S. economy is more resilient
– Some Christmas movie recommendations, and much more!
The Biggest Risk in 2024
The good and bad of forecasting the future.
Talk Your Book: International Growth Investing
On today’s show, we are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss:
– Reasons for the valuation discrepancies between international stocks and US stocks
– How the dollar affects international investments
– Understanding cultural differences when investing outside the US
– Position sizing within a concentrated portfolio, and much more!
The Best Books I Read in 2023
Ten of the best books I’ve read this year.
