Season 2
Episodes
Leveraged ETFs are Scary, Individual Investors Wig Out, Investing Can Be Brutal, and Maybe Tariff Talk
Billions Flowed Into New Leveraged ETFs Last Year. Now They're in Free Fall:...
View Episode
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...
View Episode
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:...
View Episode
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:...
View Episode
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:...
View Episode
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:...
View Episode
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:...
View Episode
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
View Episode
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
View Episode
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:...
View Episode
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:...
View Episode
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
View Episode
