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Show Notes
US CEOs start to contemplate Trump, round 2 by Rana Foroohar—The Financial Times
End of an Era: The Coming Long-Run Slowdown in Corporate Profit Growth and Stock Returns by Michael Smolyansky—The Federal Reserve
10-Year Stock Market Returns—Crestmont Research
Stock Average—Crestmont Research
Stock EPS Reality—Crestmont Research
What Matters More for Emerging Markets Investors: Economic Growth or EPS Growth? by Jason Hsu Jay Ritter Phillip Wool Yanxiang Zhao—Portfolio Management Research
Nominal Gross Domestic Product for United States—FRED Economic Data
The Secretive Industry Devouring the U.S. Economy by Rogé Karma—The Atlantic
Key Drivers Behind Widespread Adoption Of NAV Financing by Matthew K Kerfoot—Proskauer
The Inevitable Rise of NAV Financing by Patricia Teixeira and Anastasia Kaup—Ropes & Gray
HAVE EXCHANGE-LISTED FIRMS BECOME LESS IMPORTANT FOR THE ECONOMY? by Frederik P. Schlingemann and René M. Stulz—NBER
LBOs Make (More) Companies Go Bankrupt, Research Shows by Alicia McElhaney—Institutional Investor
Leveraged buyouts and financial distress by Brian Ayash and Mahdi Rastad—ScienceDirect
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No Episode This Week - Live Investing Webinar Instead
Is Small Cap Dead? Why You Shouldn't Abandon Small Cap Stocks
Inflation's Illusion: Debunking the Normalcy of Currency Debasesment
Are Emerging Markets Bonds a Once in a Generation Opportunity?
Investing Fundamentals and What Is Attractive Now
Is the Economy as Bad as People Think?
Unlocking Income: A Comprehensive Guide to Investing in Covered Call ETFs
How the Economy Really Works: Savings, Investing, Consuming and Market Distortions
Which Will Perform Better: Berkshire Hathaway or Utility Stocks?
Lessons from Japan's 34 Years of Stock Market Underperformance
Unraveling the Truth About ETFs: Benefits, Analysis, and the Indexing Bubble Myth
Does Dividend Investing Still Work?
Transforming Financial Regrets into Portfolio Gains: Five Strategies for Navigating Investment Emotions
More Ways to Lock in Higher Yields in Case Interest Rates Fall
How To Lock In Higher Yields In Case Interest Rates Fall
Now Should You Buy Bitcoin? The Investment Case for the New Spot Bitcoin ETFs
How Much Should Your Net Worth Grow Each Year?
Should You Be Invested 100% Stocks Before and During Retirement? A Recent Study Says Yes
Listener Q&A on Investing and Living
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