Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth?
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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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Five Surprising Insights About Stock Indexes and Funds
Crisis-Proof Investing: Strategies for a Shaky Future
What If Social Security Had Been Privatized? The Value of Federal Government Pension Plans
Beware of Platform Risk - How PeerStreet, a Real Estate Crowdfunding Firm, Went Bankrupt
How and Why to Invest in AI
Why Are You Investing? Defining Your Rich Life with Ramit Sethi
How to Live Like You Are Already Retired
How Did They Do? - Revisiting Carbon, SPACs, Silver, Convertible Bonds, and Frontier Markets
Is It Better to Rent or Buy a Home?
Don't Be Afraid to Invest In Commercial Real Estate - The Bullish Case for Equity REITs
What Happens If The U.S. Defaults On Its Debt? Here's Why It Won't
Are the Economy and Financial Markets Zero-Sum Games?
The Long-term Bullish Case for Gold
How Should Personal and National Wealth Be Measured?
Which Inflation Protection Strategies Worked and Which Didn't?
How the Coming Credit Crunch Could Harm the Economy and Real Estate Prices
Did the Tariffs Work? The Trade War Five Years Later
Which is Best - Active or Passive, ETFs or Funds?
How Profits Motivate Change
Are More Bank Runs Coming? The Collapse of Silicon Valley Bank
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