All Episodes
Episodes
Democrats Dump Stocks, Long Term Investing Is Hard, and a Chevy Malibu Deal.
The Days of Set and Forget Investing Just Ended for Many Americans: https://www.wsj.com/finance/stocks/investing-stocks-risk-strategies-trump-policies-c4a5d3d9?st=DPJGPZ&reflink=article_email_share
Are Stocks a...
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Beware of Drawdown Fears, The News Cycle Turns On U.S. Stocks and Cash Balance Plans Make An Appearance
The Mounting Case Against U.S. Stocks: https://www.wsj.com/finance/stocks/us-stocks-underperform-trade-war-9c68599d?st=yHSA3j&reflink=article_email_share
Cash Balance Plans Build Wealth:...
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International Stocks Start Winning, The 7 Deadly Sins Investors Make, And How to Buy a Great Sedan
Seven Deadly Sins Investors Make: https://www.thedailyupside.com/advisor/investing-strategies/7-deadly-investing-sins-clients-make/ Buy a Chevy Malibu:...
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Buffett's New Letter Drops, International Stocks Still Look Cheap, and Dishwashers
Berkshire Hathaway 2024 Letter: https://www.berkshirehathaway.com/letters/2024ltr.pdf
Stocks Have a Big, Expensive Problem:...
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Vanguard's New Offerings, Carvana Makes Me Question Indexing, and Your Stock Portfolio After You Leave a Manager
Vanguard Introduces Two New ETFs: https://www.prnewswire.com/news-releases/vanguard-introduces-new-etfs-to-meet-investors-short-term-liquidity-needs-302373595.html
Carvana Stock:...
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Europe's Unloved Stocks Are Suddenly Hot, What to Do With a Giant Stock Market, and Compelling Data On Cash and Complexity
Europe's Unloved Stocks Are Suddenly on Top of the World: https://www.wsj.com/finance/stocks/european-stock-growth-a93373cb
What You Should Do About the Stock Market's Giant Problem:...
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Vanguard Cuts Fees In A Major Way, Dollar Cost Averaging Is Examined, And 401k Plans Continue Their March
Vanguard's Average Fee Is Now Just .07%: https://www.gmtoday.com/business/vanguard-s-average-fee-is-now-just-0-07-after-biggest-ever-cut/article_59d339a0-e270-11ef-bc69-bb870d1b5379.html
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Get Paid To Own an ETF, the Best Referree for the Active vs. Passive Debate and Catherine Hunt Asks Me Some Hard Questions.
Spiva Report 2023: https://www.spglobal.com/spdji/en/documents/spiva/spiva-us-year-end-2023.pdf
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Which President Will Give You the Best Returns, the Dark Side of Fidelity, and Hedge Fund Fees Are Still High
WSJ What You Don't Know Can Sting You: https://www.wsj.com/finance/investing/what-you-dont-know-could-sting-your-portfolio-6c095df2
Hedge Fund Fees Eat Up Half of Portfolio:...
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Capital One Gets Sued, Fascinating Data on the Stock Market, and a Short Seller Embraces Indexing
Capital One is Sued: https://www.cnbc.com/2025/01/14/cfpb-sues-capital-one-alleges-it-misled-consumers-on-savings-rates.html
A Short seller Embraces indexing:...
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Snow Day Brings Various In Studio Guests, An Invitation to Avoid, and the Dangers of Back Tested Data.
You're invited to Wall Street's private party, say you are busy: https://www.wsj.com/finance/investing/private-alternative-assets-etfs-cf987342
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A 2024 Stock Market Prediction Revisited, Stocks Cap Best Two Years in a Quarter-Century, and Robert's Corner Where I Discuss My Own Plan for 2025.
Harry Dent Prediction of Doom: https://www.dailymail.co.uk/news/article-12898577/US-economist-2024-market-prediction-crash-Great-Depression.html
Stocks Cap Best Two Years in a Quarter-Century:...
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