How Did They Do? - Revisiting Carbon, SPACs, Silver, Convertible Bonds, and Frontier Markets

How Did They Do? - Revisiting Carbon, SPACs, Silver, Convertible Bonds, and Frontier Markets

We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets.

Topics covered:

  • What has been the performance of these five asset types since they were discussed on the podcast two to three years ago
  • What are the underlying performance drivers and expected returns going forward
  • Which asset types are most and least attractive


For more information on this episode click here.

Sponsors

Masterworks – invest in contemporary art

Masterworks Disclosure:

“net IRR” refers to the annualized internal rate of return net of all fees and costs, calculated from the offering closing date to the sale date. IRR may not be indicative of Masterworks paintings not yet sold, and past performance is not indicative of future results. See important Reg A disclosures: Masterworks.com/cd

Use code MONEY10 to get 10% off on your NAPA Autoparts online order.


Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.


Show Notes

Initial Public Offerings: Updated Statistics by Jay R. Ritter—Warrington College of Business, University of Florida

Two SPAC ETFs Close in One Month, Suggesting End to Wall Street Boom by Emily Graffeo—Bloomberg


Investments Mentioned

Vanguard Total World Stock Market ETF (VT)

SPAC and New Issue ETF (SPCX)

iShares Convertible Bond ETF (ICVT)

iShares Silver Trust (SLV)

ProShares Ultra Silver (AGQ)

iShares Fronter and Select EM ETF (FM)

Kraneshares Global Carbon ETF (KRBN)


Related Content

318: What Are SPACs and Should You Invest in Them?

330: Is Silver the Next GameStop? How to Invest in Silver

A Complete Guide To Investing In Convertible Bonds

The Opportunity and Risk of Frontier Markets

What You Need to Know About Carbon Investing and its Effect on Climate Change


See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(572)

Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

Facing a Financial Squeeze: What Harvard’s Response Can Teach the Rest of Us

How can we apply the same emergency measures that Harvard and other universities are using to navigate a financial crisis? Also, how universities invest their endowments and what their performance has...

14 Touko 202525min

Why Bond Investing Is Easier Than Ever

Why Bond Investing Is Easier Than Ever

Discover how bond market ETFs have transformed investing — making bonds easier, cheaper, and more accessible than ever. We also explore how the bond market’s very composition has evolved.Episode Spons...

7 Touko 202526min

Investing in Emerging Markets with Ali Akay

Investing in Emerging Markets with Ali Akay

Ali Akay, CIO of Carrhae Capital, answers why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and So...

30 Huhti 202534min

Is the Rest of the World Selling America?

Is the Rest of the World Selling America?

The U.S has traditionally been a safe haven for investing, but that hasn't been the case in 2025. We explore three economic and narrative regimes and consider why we may be witnessing a shift after 12...

23 Huhti 202519min

Where Are We Heading?

Where Are We Heading?

In this episode, we explore what it means to invest in a non-ergodic world—where time, not averages, determines outcomes. We unpack concepts like volatility drag, ensemble vs. time averages, and the i...

16 Huhti 202526min

Is This the End of Globalization and Free Trade?

Is This the End of Globalization and Free Trade?

What will the impact be now that the U.S. has one of the highest tariff rates in the world?Topics covered include:Why the Trump administration raised tariffsHow the last round of U.S. tariffs led to h...

9 Huhti 202521min

 Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge

Is It Too Late to Invest in Gold? with Max Belmont - FEG Insight Bridge

Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gol...

2 Huhti 202538min

Should You Investment 100% of Your Retirement in Closed-End Funds?

Should You Investment 100% of Your Retirement in Closed-End Funds?

We compare three approaches to closed-end fund investing: Opportunistic trading, the buy and hold income factory, and a systematic approach of selling closed-end funds after 5% gains.We also explore t...

26 Maalis 202524min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
herrasmieshakkerit
rss-rentotapaus
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rahapuhetta
kultaiset-hoitajat
rss-lahtijat
rss-startup-ministerio
rss-tarkeista-asioista-2
rss-lain-elamaa
rss-markkinointiradio
rss-sisalto-kuntoon
rss-asiakaskokemusklubi