On today’s Talk Your Book we speak with Ehren Stanhope from Canvas Custom Indexing about the evolution of investment products, why 2019 changed everything, how financial advisors are using Canvas with their clients and why technology is such an important component in this process.
Some lessons learned from 10 years at RWM.
You can’t trust sentiment readings anymore.
Some thoughts on historical valuations an what they mean for the current environment.
Bad stuff happens and the stock market still goes up.
On today’s show we discuss rich people everywhere, why this isn’t like the dot-com bubble, the markets don’t care about bad vibes, junk bonds are on a tear, there are more ETFs than stocks, Reddit loss porn, American exceptionalism, what would actually fix housing, the S&P 500 is outperforming private equity, 7 year auto loans, the 9-9-6 lifestyle and more.
Some charts about value investing, small caps, gold and more.
On today’s Talk Your Book we speak with Don Casturo and Kristof Gleich about how to invest more thoughtfully in a broad basket of commodities, how investors typically allocate to commodities as an asset class, why the index doesn’t make sense anymore and how commodities can hedge more traditional portfolios.
Some financial lessons from Office Space.
How have index funds impacted stock market returns?
