Season 2
Episodes
Which Door to the Bank's Wealth Management Division Will You Go Through?, The Plain Index Fund Prevails Again, and We Learn From the Greatest Speculator of All Time.
Are you ultrarich, rich or merely affluent? :...
View Episode
Is this wildly overvalued stock market doomed?, the thing to get excited about in investing, and I investigate a 401k plan and learn that our work is not done
Wall Street Journal - Is This Wildly Overvalued Stock Market Doomed?: https://www.wsj.com/finance/stocks/stock-market-overvalued-forecasts-2025-e073e1d4
Vanguard End of Year Distributions:...
View Episode
A bear market researcher admits his limits, Mark Cuban's 85 startups and the mystery of Bitcoin
Mark Cuban admits he's down on Shark Tank Deals: https://finance.yahoo.com/news/mark-cuban-admits-down-shark-131100851.html
View Episode
***Special Interview with Estate Planning Attorney Nelson Hunt***
We go back to the well and interview Nelson Hunt regarding all things estate planning with a special focus on the changes to expect in the new administration. We also delve into the commonly asked questions that come...
View Episode
Investment advice for election inflation, is Trump the best thing for the stock market, and Robert's Corner, where we focus on what matters in investing
What to buy if the election has you worried about inflation: https://www.wsj.com/finance/investing/tips-inflation-protected-securities-4f7db9c5?st=GDHxZ2&reflink=article_email_share
Trump is the most pro-stock...
View Episode
Knowing the election results beforehand may not have helped you, Trump administration investment expectations, and some Morgan Housel wisdom to keep us sane.
Sam Bankman Fried Election Bet: https://www.businessinsider.com/sam-bankman-fried-called-trump-victory-system-lost-300-million-2023-10
The Republican Tax Cut Gamble That is About to Pay Off:...
View Episode
Morgan Housel discusses the personalization of investing, the fog of financial nostalgia, and the Wall Street Journal highlights an index hero.
Do it your way: https://collabfund.com/blog/your-way-is-the-only-way/
A message from the past (thoughts on nostalgia): https://collabfund.com/blog/a-message-from-the-past-thoughts-on-nostalgia/
John McQuown, index...
View Episode
Bill Ackman lost 400 million on his Netflix bet, Goldman predicts 3% returns for the next decade, and a private equity firm has a 79 times return on their oil and gas investment.
Bill Ackman loses 400 million on Netflix: https://variety.com/2022/digital/news/bill-ackman-sells-netflix-stake-loss-1235237715/
Goldman Sachs predicts 3% returns for the next decade:...
View Episode
Vanguard's market predictions from 2019 revisited, a retirement expert models humility, and endowment funds lag.
Vanguard 2019 Predictions: https://www.prnewswire.com/news-releases/vanguard-unveils-2019-economic-and-market-outlook-report-300761301.html
A retirement authority still makes mistakes:...
View Episode
Warren Buffet's million dollar bet revisited, Scott Burns assuages our retirement fears and a JP Morgan client loses 50 Million and doesn't get it back
Warren Buffett's bet paid off:...
View Episode
When a crystal ball is not enough, the fastest growing economies may be duds as investments, and UBS predicts the roaring 20's.
Which countries have the highest returns, guess again: https://www.wsj.com/finance/investing/stock-market-returns-gdp-growth-548a387e
When a crystal ball isn't enough: https://elmwealth.com/crystal-ball/
U.S....
View Episode
Scott Burns best article ever, solving the 'why' of investment fraud, and an investment idea you are sure to love
Scott Burns thoughts on index investing, the long haul and your life:...
View Episode