ISMS 23: Larry Swedroe – Do You Allow Yourself to Be Influenced by Your Ego and Herd Mentality?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourth episode, they talk about mistake number five: do you let your ego dominate the decision-making process? And mistake number six: do you allow yourself to be influenced by herd mentality?Read More
ISMS 22: Toyota vs. EV Extremists – Who Is Right?
What’s interesting about Toyota is that if you buy today, you get its future growth for free.Read More
ISMS 21: CPI Collapsing Across the Globe
ISMS 20: Larry Swedroe – Do You Extrapolate From Small Samples and Trust Your Intuition?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this third episode, they talk about mistake number three: Do you believe events are more predictable after the fact than before? And mistake number four: Do you extrapolate from small samples and trust your intuition?Read More
ISMS 19: 5% March 2023 CPI Could Fall to 4% By Year-End; If Oil Doesn’t Fly
An oil price surge would push end-2023 slightly higher than 4%, but only slightly because it takes a few months for an oil price rise to impact CPI. A US recession could quickly bring CPI below 4%.Read More
ISMS 18: Dave Collum – What Makes Your Investments Good or Bad
In this episode of Investment Strategy Made Simple (ISMS), Dave joins Andrew again as he shares more about his good and bad investments, among other things.Read More
ISMS 17: Larry Swedroe – Do You Project Recent Trends Indefinitely Into the Future?
In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?Read More
ISMS 16: Top 5 EM Country Interest Rates – Normal China Yield Curve
Emerging Countries – China and Russia with stable rates, LT rates up only slightly, yield curve inversion less severe except Russia.Read More
ISMS 15: Top 5 DM Country Interest Rates – Steep US Inversion
Developed Countries – Vast DM Country increases in ST and LT rates, Japan stays an outlier, US looks worst based on yield curve inversion.Read More
ISMS 14: Regional Interest Rates – Low in Asia, Egypt and Frontiers on Fire
Developed Market Regions – ST rates about to peak, LT rates are falling, inverted yield curve in DM Americas and Europe widened. Emerging Market Regions – Massive ST rate hikes in ME&A and Frontier, LT rates more stable, no yield curve inversion in Asia.Read More