On today’s show, we are joined again by Chris Shuba, Founder and CEO of Helios Quantitative Research to discuss:
– The experience of a diversified investor in 2023
– Utilizing AI to build portfolios for advisors
– Helios’ latest trading service offering, and much more!
Historical returns for stocks, bonds and cash from 1928-2023.
The gool old days weren’t as great as you think.
Investing in sectors, the S&P 500 or equal weight S&P 500.
On today’s show, we discuss:
– The biggest winners and losers of 2023 in the markets
– Short-term vs. long term returns for stocks
– Why the U.S. dominates financial markets
– The problem with being right once in a row
– Bitcoin ETF fees
– Americans are richer than you think, and much more!
A look at some updated historical U.S. stock market return data.
Asset class returns for 2023.
Why it’s easier to change your financial habits than your diet and exercise habits.
Some thoughts on the coast FIRE movement and how to think about retirement planning from a young age.
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!
