A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
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On today’s show, we discuss:
Why emerging market bonds now have lower volatility and higher carry than Treasuries
How the absence of fiscal dominance has made emerging market debt less risky
Why central banks are quietly buying Asian local currency bonds as reserve assets
The case for ...
Every year I do some back-of-the-envelope investment planning to set some goalposts.
It’s a useful process to take stock of where you are, where you’ve been and where you’re going.
I take our current net worth and savings rate. Then I make some assumptions about future savings rates, income and return expectations. Those return expectations exist in a range because it’s impossible to predict the fu...
Bloomberg noted last week that the Vanguard S&P 500 ETF (VOO) is now the first ETF in history with $1 trillion in assets.
The flows for this index fund have been absolutely massive and show no signs of slowing down:
This obviously isn’t the only S&P 500 ETF either.
SPY is closing in on $800 billion. IVV already has more than $800 billion. VTI is a total stock market index fund — which is not exactly t...
Bill Sweet joined us to discuss questions about de-risking equity risk in retirement, hitting your retirement number, taking care of your parents financially, talking yourself off the ledge of selling stocks and some advice for a teenage investor.
Further Reading:
The 4 Year Rule For Retirement Spending
1I’ve never been super comfortable with the term ‘risk-free’ because every investment involves risk i...
Today’s Animal Spirits is brought to you by Nuveen and ClearBridge:
This episode is sponsored by Nuveen. Learn more about Nuveen’s comprehensive private markets platform at https://www.nuveen.com/en-us/insights/alternatives.
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Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to...
Back in my institutional consulting days I spent a lot of time analyzing the performance of active managers.
Most of the endowments, foundations and pension plans were trying to beat the market and beat their benchmarks.
The investment committees and boards for these non-profits needed some way of monitoring all of their stock, bond, hedge fund and private asset managers so they often came up with grading scales and watch...
