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 Mar 202329min
A "Safe" 6% Yield: The Case for Investment Grade CLOs
How leveraged loans and CLOs work and how to invest in them. What are the risks and opportunities with the new CLO ETFs.Topics covered include:What are the characteristics of leveraged loans and how D...
8 Mar 202332min
This Stock Has a 15% Dividend Yield and Has Outperformed Warren Buffett. Should You Invest?
Do activist hedge funds including Carl Icahn's add value? Should you invest in Icahn Enterprises L.P., a conglomerate with a 15% dividend yield and a stake in Carl Icahn's hedge fund?Topics covered in...
22 Feb 202320min
Beware of Survivorship Bias When Investing
Why long-term U.S. stock market outperformance could be because it has avoided major catastrophes. Does an over-reliance on historical U.S. stock returns when modeling retirement outcomes lead to spen...
15 Feb 202322min
Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
What are the pros and cons of a simple stock and bond portfolio consisting of two funds or ETFs? Given U.S. stocks have significantly outperformed the rest of the world over the past decade, is there ...
8 Feb 202327min
How to Make Portfolio and Asset Allocation Changes
We consider four case studies in which individuals struggle to decide what to do with their investment portfolios.Topics include:Why it's so difficult to reenter the stock market after sitting on the ...
1 Feb 202331min
Bond Investing Master Class - How to Invest in Fixed Income
What you need to know to confidently invest in bonds.Topics covered include:Key components of bond investing include face value, coupon rates, yield-to-maturity, duration, and convexityHow to decide b...
25 Jan 202337min
Will Generative AI Like ChatGPT Replace Your Job?
How sophisticated AI apps from OpenAI and other companies create articles, art, and other works that have never existed. How generative AI will impact business owners, employees, students, and financi...
18 Jan 202325min
