U.S. Stocks Have Never Been This Overhyped or Expensive

U.S. Stocks Have Never Been This Overhyped or Expensive

What are the tangible and intangible factors that have contributed to long-term U.S. stock market outperformance compared to the rest of the world? Despite these advantages, why might we still want to continue to be globally diversified?

Sponsors

Delete Me – Use code David20 to get 20% off

LegalZoom - Use code David10 to 10% off

Insiders Guide Email Newsletter

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

Our Premium Products

Asset Camp

Money for the Rest of Us Plus

Show Notes

American productivity still leads the world—The Economist

The Outlook for Long-Term Economic Growth by Charles I. Jones—Federal Reserve Bank of Kansas City

How Much Will Global Warming Cool Global Growth? by Ishan B. Nath, Valerie A. Ramey, and Peter J. Klenow—UC San Diego

Technology and demand drivers of productivity dynamics in developed and emerging market economies by Alistair Dieppe, Neville Francis, and Gene Kindberg-Hanlon—European Central Bank

Capitalism is in worse shape in Europe by Ruchir Sharma—The Financial Times

The Mother of All Bubbles by Ruchir Sharma—The Financial Times

The Curious Incident of the Elevated Profit Margins by James Montier—GMO

Federal Surplus or Deficit [-] as Percent of Gross Domestic Product - FRED


Euro area government deficit at 3.6% and EU at 3.5% of GDP—eurostat

End of an era: The coming long-run slowdown in corporate profit growth and stock returns by Michael Smolyansky—Federal Reserve Board

Should investors just give up on stocks outside America?—The Economist

Related Episodes

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

499: What Makes an Economy Prosperous? Spotlight on Cuba and Argentina

343: Why the Productivity Slowdown Could Lead to Lower Living Standards


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

Avsnitt(573)

Are You Saving Enough To Retire Early?

Are You Saving Enough To Retire Early?

#13 How to know if you are saving too much or too little for retirement. Show notes at https://moneyfortherestofus.com/mny013-saving-enough/See Privacy Policy at https://art19.com/privacy and Californ...

16 Juli 201425min

Currency Trading, Petrodollars and Monetary Collapse

Currency Trading, Petrodollars and Monetary Collapse

#12 What you need to know if you want to trade currencies. Also, will the dollar collapse? Show notes at https://moneyfortherestofus.com/mny012-currency/See Privacy Policy at https://art19.com/privacy...

9 Juli 201426min

Bank Runs, Repos, and Your Retirement

Bank Runs, Repos, and Your Retirement

#11 How bank runs were a leading cause of the global financial crisis and why it could happen again. Show notes at https://moneyfortherestofus.com/mny011-repo/See Privacy Policy at https://art19.com/p...

2 Juli 201426min

You'll Never Be Rich, But You Can Live Like You Are

You'll Never Be Rich, But You Can Live Like You Are

#10 How to live like your rich without the money. Show notes at https://moneyfortherestofus.com/mny010-rich/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art...

26 Juni 201426min

What Investment Rate of Return Can You Expect?

What Investment Rate of Return Can You Expect?

#9 Expected portfolio returns are currently very low. Why that is and what should you do about it. Plus learn how to calculate the expected return for your portfolio. https://moneyfortherestofus.com/m...

19 Juni 201426min

What If Everyone Worked Only Four Hours Per Day?

What If Everyone Worked Only Four Hours Per Day?

#8 We can have sustainable economic growth and a thriving stock market while working less and enjoying life more. Show notes at https://moneyfortherestofus.com/mny008-four-hours/See Privacy Policy at ...

12 Juni 201424min

Predicting the Economy and the Stock Market. Can It Be Done?

Predicting the Economy and the Stock Market. Can It Be Done?

#7 Is it possible to successfully predict the future? Every investor has three choices. They can ignore the future, predict the future, or react as the future unfolds into the present. In this podcast...

6 Juni 201425min

Why You Should Care About the Economy

Why You Should Care About the Economy

#6 Most people don't understand what the economy is, how it grows and what causes recessions. Nor do they care. This episode describes in simple terms how the economy works and why you should care so ...

30 Maj 201424min

Populärt inom Business & ekonomi

framgangspodden
varvet
rss-jossan-nina
svd-tech-brief
badfluence
rss-borsens-finest
rss-svart-marknad
uppgang-och-fall
bathina-en-podcast
lastbilspodden
tabberaset
rss-inga-dumma-fragor-om-pengar
avanzapodden
fill-or-kill
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
borsmorgon
24fragor
rss-veckans-trade
montrosepodden