Why investing in non-investment grade bonds, leveraged loans, and preferred stocks is potentially more compelling than investing in common stocks at present.
Topics covered include:Why Howard Marks told institutional clients to sell stocks and buy high-yield bonds insteadThe contractual agreements comprising bonds, leveraged loans, and preferred stock give ... Show More
Yesterday
Invitation to Our Live Portfolio Review and Rebalancing Special Webinar
Please attend our live webinar on portfolio construction and rebalancing scheduled for Thursday, April 30th, at 12PM Eastern, 9AM Pacific time. I will cover the five steps to constructing and rebalancing a portfolio. I will also answer your questions.You can sign up for this spec ... Show More
3m 57s
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
Feb 2024
InvestTalk 2-21-2024 – Considering Undervalued Stocks with Reliable Dividends
Investors might be wise to look beyond a stock’s yield and instead choose stocks with durable dividends and buy those stocks when they’re undervalued. Today's Stocks & Topics: NKE - Nike Inc. Cl B, DVN - Devon Energy Corp., APA - APA Corp., VCSH - Vanguard Short-Term Corporate Bo ... Show More
46m 47s
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s
Oct 2021
IFB211: Brokers, Index Funds, and Cash Flow Statements
Welcome to the Investing for Beginners podcast. In today’s show, we discuss: *Finding and choosing the best brokerage account for you, especially ones that offer no fees, partial share purchasing, and DRIP options *The different options to build a portfolio using ETFs and some of ... Show More
35m 11s