The Long-term Bullish Case for Gold
Why you should allocate a small percentage of your assets to gold.Topics covered include:What is money, and how does gold fit with that definitionWhy central banks bought more gold last year than at a...
3 Touko 202327min
How Should Personal and National Wealth Be Measured?
How we measure wealth, riches, abundance, and well-being is more important today than ever.Topics covered include:How late 18th century philosophers Adam Smith and the Earl of Lauderdale defined wealt...
26 Huhti 202328min
Which Inflation Protection Strategies Worked and Which Didn't?
With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months.Topics covered include:What were investors' and the Fed...
19 Huhti 202326min
How the Coming Credit Crunch Could Harm the Economy and Real Estate Prices
How accelerating bank deposit withdrawals could harm the economy, including real estate prices. How dollars slosh around the financial system but always seem to end up at the Federal Reserve.Topics co...
12 Huhti 202328min
Did the Tariffs Work? The Trade War Five Years Later
What has been the impact on trade and the trade deficit since the U.S. implemented tariffs on steel, aluminum, and goods made in China?Topics covered include:Has the shipping backlog been reduced at U...
5 Huhti 202326min
Which is Best - Active or Passive, ETFs or Funds?
David has a fascinating discussion with Kristof Gleich about active management, indexing, and how ETFs and mutual funds really work.Topics covered include:Should individual investors even try to selec...
27 Maalis 202349min
How Profits Motivate Change
"If something is profitable, it will be done," says Martin Wolf of the Financial Times. We explore how profits will drive the energy transition and how and where water from the Colorado River is used....
22 Maalis 202328min
Are More Bank Runs Coming? The Collapse of Silicon Valley Bank
What caused Silicon Valley Bank to collapse in only 44 hours, and how likely will the contagion spread, leading to other bank failures?Topics covered include:How losses on bonds blew up SVB's balance ...
15 Maalis 202329min
