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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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Latitude 53 Podcast

Latitude 53 Contemporary Visual Culture

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Latitude 53 presents a video podcast about the gallery and its shows. Meet the artists and see clips from our archives, including Visualeyez, Canada's annual performance art festival. Latitude 53 Contemporary Visual Culture is an artist-run centre in downtown Edmonton, AB, Canada. For more information, visit http://www.latitude53.org
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In part two of this national debt series, we explore how households and businesses, including commercial banks, can choose not to participate in what some call a national debt ponzi scheme. We also look at how central banks and federal governments monetize the national debt using quantitative easing. Sponsors Yahoo Finance LinkedIn Jobs – Use this …
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In part one of this three part series, we consider why a country that issues debt in its own currency can't default unless it chooses to. We also explore how central banks can control interest rates on the national debt. We also consider whether it is possible for government borrowing to crowd out the private sector. Sponsors Shopify NetSuite Insid…
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Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. Topics covered include: How have small caps performed relative to large caps over the past two decades What factors contributed to the underperformance How quality is an important factor to consider …
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It is not normal to want prices to rise and currencies to lose their purchasing power. We look at the advantages of stable currencies and prices. Topics covered include: What's more normal, an inflationary or deflationary mindset? Why it is more normal for prices to fall due to productivity increases How central banks seek to overcome productivity-…
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Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should. Topics covered include: How emerging markets bonds have performed relative to U.S. bonds How frequently have emerging markets bonds defaulted What is the difference between local currency and U…
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In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also disc…
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Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress. Topics covered include: How consumer sentiment surveys are designed and their current findings. Reasons behind consumer frustration with increasing prices amidst declining inflation rates. The magnitude of the infl…
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How to use covered call and buy-write strategies to generate income while understanding the risks and having realistic return expectations. Topics covered include: How covered call strategies work How much can you earn investing in covered call strategies What are some numerical examples based on current option prices How covered call strategies ca…
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A primer on how the economic engine works through coordination between savers, investors, consumers, producers, governments and banks. How hoarding and unfair competition can lead to economic distortions. Topics covered include: How spending and saving are connected including the paradox of thrift How borrowing money can lead to higher income and s…
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Berkshire Hathaway doesn't pay a dividend, its cash pile keeps growing, and Buffet says it's gotten too big to make acquisitions that can impact the company. Meanwhile, utility ETFs have a steady 3.5% dividend yield. Which will be the better-performing investment going forward? Topics covered include: How has Berkshire Hathaway performed relative t…
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Japan's stock market recently exceeded the all-time high first set in December 1989. That's 34 years of zero price appreciation for the stock market. What drove this lackluster performance, will it continue, and what can we learn from it? Topics covered include: How big was Japan's stock bubble, and how much did it contribute to the stock market's …
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How the ETF market is changing, why ETFs should be your preferred investment vehicle, and how to analyze ETFs to generate better investment performance. Topics covered include: How large have fund flows been away from active mutual funds into ETFs How big are the largest ETF families and how has their market share grown Why the rise of active ETFs …
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Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are non-dividend paying stocks outperforming dividend growers, and will it continue? Topics covered include: What message do companies say when they initiate, grow, or cut their dividend What is dividend smo…
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Humans are wired to feel regret. Here's how to learn from financial regret to become a better investor. Topics covered include: What cognitive biases make feelings of financial regret unavoidable We analyze two regret case studies - one from David and one from a Plus member Why do we avoid big regrets but manage through small ones Five cognitive tr…
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Professional investors and other market participants are lousy at forecasting interest rates. Here are three more options to lock in higher yields today. Topics covered include: The risk of buying long-term bonds and ETFs to benefit from falling yields How volatility drag has impacted a long-term bond ETF like TLT Why interest rates won't go up jus…
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With cash yields expected to fall, here's how you can keep your portfolio income elevated by purchasing longer-term individual bonds and bullet ETFs Topics covered include: How future short-term interest rates, inflation expectations, and term premiums impact long-term interest rates How each of those rate drivers contributed to the close to 1% dro…
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We explore reasons for buying Bitcoin using one of the new Bitcoin ETFs. We also consider the risks. Topics covered include: Why the SEC finally decided to approve spot Bitcoin ETFs What are the fees and structure of these new Bitcoin ETFs How Bitcoin is similar and different from the fiat money system Where Bitcoin fits in an investment portfolio …
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The intricate dance between profession, risk, lifestyle, and luck in determining how net worth grows. Topics covered include: The various factors that shape the growth of net worth, including professional choices, risk tolerance, and lifestyle decisions. David Stein's personal account of how these elements influenced the trajectory of his financial…
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The pros and cons of investing your retirement assets 100% in equity, including half in international stocks. Why the 4% spending rule is too aggressive. Why historical asset class return studies that use only U.S. data are biased How researchers build a broader database to study retirement outcomes and spending rates How a 100% stock portfolio per…
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We close out 2023 by answering your questions on active vs passive management, market timing, investing for status, what we learned from Charlie Munger, thoughts on a coming recession, worst investment mistakes, recent books that changed us, and more. Sponsors Madison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo Code …
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Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth? How corporate profit growth is linked to economic growth, even though corporate profits are more volatile How interest rates, tax rates, and stock buybacks influence corporate profits and stock returns Why there are f…
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One year after the release of ChatGPT, we explore the positive and negative paths AI could take and what individuals can do to assist with a positive outcome. Topics covered include: How David uses AI to increase his personal productivity The societal and economic impacts of AI, including its potential to enhance corporate profitability and individ…
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In this bonus episode, David visits with Bill Yount and Becky Heptig of the Catching Up to Fi podcast in a wide-ranging discussion on investing using a systematic checklist approach. Sponsors Madison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo Code LinkedIn Jobs – Use this link to post your job for free on LinkedIn J…
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What are the economic and cultural benefits of tourism. What are the downsides to too much tourism. How to find the right balance. Topics covered include: How short-term rentals have changed tourism How cities grapple with too many short-term rentals What is the outlook for short-term rentals How much does tourism contribute to economic output How …
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What are the pros and cons of partially funding retirement expenses with an inflation-indexed bond ladder versus an immediate annuity? There is a big downside to TIPS ladders that many investors don't realize. Topics covered include: Why the stock market is more risky than many people realize Is it too late to invest in TIPS as one advisor suggests…
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