Do the impressive returns in public and private markets stem from strategic financial engineering or reflect actual economic growth?
Sponsors
NetSuite – Get your free KPI checklists
LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs
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
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
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
What Investment Strategies Do Best During High Inflation Periods?
Is There a Global Energy Crisis?
Why Some Asset Bubbles Don't Burst
Should You Hedge Your International Stock Exposure From Currency Fluctuations?
Why Most Cities Thrive and What We Can Learn From Them
Should You Invest in a Bitcoin ETF?
Are Timeshares a Scam? How to Buy and Sell a Timeshare Vacation Rental
Will the U.S. Default? Debt Ceilings, Government Shutdowns, and the National Debt
Why Are There So Many Shortages?
Should You Stop Investing in China? - Evergrande, VIEs and other Chinese Risks
Is a Housing Crash Coming?
How, When, and Why Should You Rebalance Your Investment Portfolio?
Which Money Is Crazier: The U.S. Dollar or Bitcoin?
Now Is the Best Time Ever to Be an Individual Investor
The Pros and Cons of Infinite Banking and Whole Life Insurance
Is This the Key to Wealth, Freedom and Happiness?
How to Profit From Carbon Investing While Combatting Climate Change
How to Invest in Startups on Equity Crowdfunding Platforms
Forward and Reverse Mortgages: When To Take Them Out and When to Pay Them Off
Listener Q&A: Individual stocks, housing bubble, crypto, retirement and more
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast