Are the Economy and Financial Markets Zero-Sum Games?
Does there need to be a loser for every winner when it comes to investing and economic growth?Topics covered include:What are zero-sum gamesHow trading can be a zero-sum gameWhy active management and ...
10 Maj 202328min
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 Maj 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 Apr 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 Apr 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 Apr 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 Apr 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 Mars 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 Mars 202328min
