A review of how the pandemic, financial markets, and government policy evolved in 2020 to make for an unforgettable year.
Topics covered include:
Why the Covid-19 pandemic ranks as the second worst in modern historyWhat is the difference between risk and uncertainty and how our investing should be different when dealing with uncertaintyWhat portfolio changes did David make in 2020 and how should he have invested if he had perfect foresightWhy speculative assets such as gold and cryptocurrencies have performed so well in 2020Why high savings rate and pent up demand provides a tailwind for the economyHow to invest and live when the future is unknowableThanks to Policygenius and LinkedIn for sponsoring the episode.
Show Notes
286: Coronavirus and the Financial Impact of Pandemics
291: How To Survive the Coronavirus (COVID-19) Shutdown
Madame Vivelda—Saturday Night Live
What Is Risk vs Uncertainty?—Money For the Rest of Us Guide
299: Has the Pandemic Changed You?
Personal Saving Rate—Federal Reserve Bank of St. Louis
302: Investing is Not Knowing
310: Why the Stock Market and Economy Are Rebounding So Quickly
How 700 Epidemiologists Are Living Now, and What They Think Is Next by Margot Sanger-Katz, Claire Cain Miller, and Quoctrung Bui—The New York Times
Paul McCartney Is Still Trying to Figure Out Love by David Marchese—New York Times Magazine
Why Student Debt Is So High and Why Forgiving It Doesn't Fix the Problem
Why Diversifying Your Portfolio Feels So Awful
What If High Inflation Doesn't End? How To Invest If High Inflation Stays
Unintended Consequences Impact Everything
When Should You Hire An Investment Advisor? Two Case Studies
How To Invest Based on Cycles
Forsage and Herbalife—How Multi-Level Marketing, Pyramid Schemes, and Ponzi Schemes Differ
How Population Trends Will Impact Growth, Inflation, Investing, and Well Being
How To Get Better At Risk Taking
What Happens If Your Brokerage Firm Goes Bankrupt?
Part 2 - What Is Money and How To Think About It
Part 1 - What Is Money and How To Think About It
How to Survive a Bear Market
Why David Isn't Podcasting This Week and Our New Closed-End Fund Course
Are BlackRock and Vanguard Too Big and Powerful?
Is Airbnb Intensifying the Housing Crisis?
Will Quantitative Tightening Lead To Even Greater Financial Losses?
Why Most Money Fails - Six Principles to Navigate the Unstable World of Money
When Should You Pay a Premium?
Is It Time To Invest In Big Tech or Medium Tech Stocks? (FAANGs and FANMAGs)
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