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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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Why The Productivity Slowdown Could Lead to Lower Living Standards
Is Another Great Inflation Coming? Best Inflation Hedges
How To Overcome Investing Fears
Climate Change, ESG, and What Should Investors Do?
How to Make Money With Dai, BlockFi and the Evolving DeFi Ecosystem
Inflation, the National Debt and the U.S. Dollar - What Could Go Wrong?
Why in the World Do You Own Bonds?
Own What Is Real
Are Non-fungible Tokens (NFTs) Good Investments?
Should You Invest in Farmland?
How The Covid Shock Nearly Destroyed The Financial System
What Is Tail Risk and Are You Taking Too Much Of It?
Why Do We Work So Much?
Is Silver the Next GameStop? How to Invest in Silver
Meme Stocks, GameStop, Short Squeezes, and Bubbles
Are You Underweight Chinese Stocks? Pros and Cons of Investing in China
Is Student Loan Forgiveness A Good Idea?
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
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