Author: sean

Animal Spirits: The Fee War Comes to Crypto

On today’s show, we discuss:
– The biggest winners and losers of 2023 in the markets
– Short-term vs. long term returns for stocks
– Why the U.S. dominates financial markets
– The problem with being right once in a row
– Bitcoin ETF fees
– Americans are richer than you think, and much more!
The post Animal Spirits: The Fee War Comes to Crypto appeared first on A Wealth of Common Sense.

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Talk Your Book: Reliable Monthly Payouts to Age 100

On today’s show, we are joined by Nate Conrad, Head of LifeX to discuss:
– How LifeX can earn higher yields than US Treasuries
– How payoffs differ depending on investor age
– Utilizing the LifeX income fund within a portfolio, and much more!
The post Talk Your Book: Reliable Monthly Payouts to Age 100 appeared first on A Wealth of Common Sense.

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Animal Spirits: 2024 Predictions

On today’s show, we discuss:
– 2023 market performance
– A bunch of 2024 predictions
– Our favorite historical stock market return series
– The high quality of restaurants
– Paying off your mortgage early
– The downsides of behavioral finance
– Bens most cynical take of the year, and much more!
The post Animal Spirits: 2024 Predictions appeared first on A Wealth of Common Sense.

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Animal Spirits: What Will Perform Best in 2024?

On today’s show, we discuss:
– Christmas arguments
– Green shoots in prices
– 1940s vs. 1970s inflation
– Why we’re not worried about index funds
– How to save and invest in middle age
– Why Bitcoin is the most extreme asset
– Celebrating no recession in 2023
– Why the U.S. economy is more resilient
– Some Christmas movie recommendations, and much more!
The post Animal Spirits: What Will Perform Best in 2024? appeared f…

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Talk Your Book: International Growth Investing

On today’s show, we are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss:
– Reasons for the valuation discrepancies between international stocks and US stocks
– How the dollar affects international investments
– Understanding cultural differences when investing outside the US
– Position sizing within a concentrated portfolio, and much more!
The post Talk Your Book: In…

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