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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The New Math of Retirement Spending and Investing
Convertible Bonds : The High Return Asset Class That Vanguard Abandoned
2020 - The Year We Will Never Forget
The Economy Is Not a Machine
Why Currency Exchange Rates Matter
How To Analyze Complex Investments
Somebody Won the Election. Now What?
Here Come Central Bank Digital Currencies
What Are SPACs and Should You Invest in Them?
How to Buy in a Hot Housing Market
Vacation Special: A Discussion with David's Former Investment Firm
Paper, Rocks or Digits: What Makes the Best Money?
Are We Being Forced to Buy Stocks
How to Not Have a Lost Decade
No One Is Entirely A Buy and Hold Investor
What the Federal Reserve's New Policies Mean For Your Finances
Did ETFs Pass the 2020 Market Collapse Stress Test?
Why the Stock Market and Economy Are Rebounding So Quickly
Investments to Fight Financial Repression
Coins and Cash: Shortages, Hoardings, and Threats
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