Apr 15

There Is No Perfect Portfolio. Just Good Enough

Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the c ... Show More

27m 28s

Apr 1

A MFTROU Update, Cognitive Offloading Versus Cognitive Surrender, and Live Portfolio Cohorts

In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month.You can learn more about our l ... Show More

7m 6s

Mar 25

Is Another Great Financial Crisis Coming? 5 Ways to Prepare

How the Iran conflict and other developments could lead to another major financial crisis. What is different today from 2008? Why trying to seed a revolution is so risky. And finally, what can we do to prepare ourselves for the next financial crisis?SponsorsDelete Me – Use code D ... Show More

27m 14s

Jun 2022

12: Inflation & Interest Rate News: The Ugly Truth Investors NEED to Know

Inflation and interest rates—two things we rarely talk about when the market is going smoothly. Just this week, the Federal Reserve made some stark moves surrounding interest rates with the hope of cooling down the rampant inflation we’re experiencing. But what exactly is causing ... Show More

35m 22s

Jan 2024

What’s Next for Money Market Funds?

Changing Fed policy in 2024 is likely to bring down yields from these increasingly popular funds. Here’s what investors can consider instead. ----- Transcript -----Welcome to Thoughts on the Market. I'm Andrew Sheets, Head of Corporate Credit Research a ... Show More

3m 8s

Mar 2024

Rate Cut Uncertainty

Our Head of Corporate Credit Research explains why leveraged loans would benefit if bumpy inflation data leads the Federal Reserve to delay interest rate cuts. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Andrew Sheets, head o ... Show More

3m 22s

May 2022

Invest Anywhere: 4 Benefits and 5 Challenges of Long-Distance Real Estate Investing

#379: Welcome to our First Friday bonus episode. Once a month, Afford Anything presents a special feature called Invest Anywhere, in which we teach our audience how to invest in real estate from thousands of miles away. We kickoff today’s episode by discussing current market cond ... Show More

1h 14m

Feb 2022

Vishy Tirupattur: Corporate Credit Faces New Challenges

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year. -----Transcript----- Welcome to Thoughts on ... Show More

3m 12s

Sep 2023

Andrew Sheets: A Murky Forecast for Equities and High-Yield Bonds

Both equities and high-yield bonds could benefit from an end to ratings hikes, but may still face risks from company earnings revisions, a potential U.S. government shutdown and other events on the horizon. ----- Transcript -----Welcome to Thoughts on t ... Show More

3 m

Oct 2023

Matthew Hornbach: The Impact of Policy on Bond Markets

As the U.S. Federal Reserve keeps rates elevated, investors are selling off bonds in anticipation of new issues with higher yields, triggering a historic rout in the world's biggest bond markets. ----- Transcript -----Welcome to Thoughts on the Market. ... Show More

3m 37s

May 2024

Short-Term Market Volatility Could Provide Long-Term Investing Opportunities

Sarah Hansen, Morningstar Inc markets reporter, discusses how today’s market volatility could benefit investors who are focused on long-term investing. Mark Miller, Retirement Reboot author, calls the Medicare changes in 2024 at the pharmacy counter “the best news that few peo ... Show More

16m 38s

May 2023

Andrew Sheets: Unresolved Questions Create Market Uncertainty

Optimistic investors have pushed stocks and bond yields to the high end of the recent range. But inflation, banks and the debt ceiling status are still raising questions that have gone unanswered. ----- Transcript -----Welcome to Thoughts on the Market. ... Show More

3m 12s

Jun 2024

4 Reasons Why the Stock Market Has Delivered Impressive Performance

Sarah Hansen, Morningstar Inc. markets reporter, discusses why the stock market is up today and what could cause it to fall. Preston Caldwell, senior US economist for Morningstar Research Services, explains why he thinks the Federal Reserve will cut interest rates more than on ... Show More

17m 39s

How Higher Interest Rates Alter Our Fina...