National Debt Master Class Part One
In part one of this three part series, we consider why a country that issues debt in its own currency can't default unless it chooses to. We also explore how central banks can control interest rates o...
8 Touko 202432min
Is Small Cap Dead? Why You Shouldn't Abandon Small Cap Stocks
Why global small-cap stocks have underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. Topics covered include:How have small caps perfor...
24 Huhti 202425min
Inflation's Illusion: Debunking the Normalcy of Currency Debasesment
It is not normal to want prices to rise and currencies to lose their purchasing power. We look at the advantages of stable currencies and prices.Topics covered include:What's more normal, an inflation...
17 Huhti 202426min
Are Emerging Markets Bonds a Once in a Generation Opportunity?
Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.Topics covered include:How emerging markets ...
10 Huhti 202424min
Investing Fundamentals and What Is Attractive Now
In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We e...
3 Huhti 202448min
Is the Economy as Bad as People Think?
Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress.Topics covered include:How consumer sentiment surveys are designe...
27 Maalis 202421min
Unlocking Income: A Comprehensive Guide to Investing in Covered Call ETFs
How to use covered call and buy-write strategies to generate income while understanding the risks and having realistic return expectations.Topics covered include:How covered call strategies workHow mu...
20 Maalis 202427min
How the Economy Really Works: Savings, Investing, Consuming and Market Distortions
A primer on how the economic engine works through coordination between savers, investors, consumers, producers, governments and banks. How hoarding and unfair competition can lead to economic distorti...
13 Maalis 202427min
