Episode 500: The S&P 500 Index and the Decade Ahead

Episode 500: The S&P 500 Index and the Decade Ahead

In the 500th episode of Money for the Rest of Us, we focus on the S&P 500 Index. How has the index changed, and why have U.S. stocks performed so well? Will U.S. stocks only return 3% in the next decade, as Goldman Sachs predicts.

We also discuss major themes covered on Money for the Rest of Us over 500 episodes and what are our plans for the future. Thanks for being a part of Money for the Rest of Us over the past decade.

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Show Notes

Select Sector Indices Consultation on Constituent Weightings Calculations – Results—S&P Global

What Does an Election Year Mean for the Market?—S&P Global

The Great Rotation: A potential unwinding of hyper-concentration in the US may favor balanced global portfolios by Brian Chingono—Verdad

The Great Rotation (Part 2): The United States’ outsize weighting in commercial indices appears unjustified by its share of global GDP by Brian Chingono—Verdad

Decade of Big S&P 500 Gains Is Over, Goldman Strategists Say by Sagarika Jaisinghani—Bloomberg

David Stein LinkedIn Post—LinkedIn

Vanguard warns investors over company stake limits by Steve Johnson, Will Schmitt, and Brooke Masters—The Financial Times

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

Jaksot(571)

What Is The Right Price?

What Is The Right Price?

#27 The right price for something is dependent on our state of mind. Anchoring, mental accounts and other behavioral tricks we rely on when buying. Show notes at https://moneyfortherestofus.com/mny027...

22 Loka 201429min

Why Are Stocks Falling?—A Story

Why Are Stocks Falling?—A Story

#26 How stories drive the financial markets and why markets are currently declining. Show notes at https://moneyfortherestofus.com/mny026-stories/See Privacy Policy at https://art19.com/privacy and Ca...

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Are You A Materialist?

Are You A Materialist?

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Timeshares, Preppers and, Permanent Portfolios

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#24 What are the economics behind vacation timeshares, how to implement a permanent portfolio and has the stock market ever taken decades to recover from a major sell-off? Show notes at https://moneyf...

1 Loka 201429min

Smart Beta—What Is It and Should You Use It?

Smart Beta—What Is It and Should You Use It?

#23 What is the difference between beta, smart beta and alpha when investing. Plus, what are the different ways to index a portfolio, and why it's easier to be a successful investor by focusing on thi...

24 Syys 201430min

Will Interest Rates Ever Increase?

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#22 What causes interest rates to rise and fall, and what can you do to adjust your investment portfolio when interest rates begin climbing. Show notes at https://moneyfortherestofus.com/mny022-intere...

17 Syys 201430min

Investing Without A Map

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10 Syys 201429min

How To Allocate Your Assets

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#20 What you need to know about asset allocation, including the flaws in modern portfolio theory. Show notes at <iframe src="https://art19.com/shows/af988101-e0ae-4c9c-b552-cd64e62c123d/episodes/2a55f...

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