Podcast Episodes

ETFs Will Surpass Mutual Funds as the Industry Standard

Season 17 Episode 37

Part 2 of 2

John Rekenthaler has been tracking mutual funds at Morningstar since 1988.  He correctly predicted early on that index funds would surpas…

5 years, 1 month ago

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Online Investor: Social Media Effect from Robinhood to GameStop

Season 17 Episode 36

John Rekenthaler, Vice President of Research at Morningstar and author of the twice-weekly “Rekenthaler Report” analyzes the influence of the online …

5 years, 1 month ago

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Financial Bubbles of Historic Proportions

Season 17 Episode 35

The balance sheet of the Federal Reserve continues to surge at an unprecedented rate, up 83% y/y to a historic level, $7.59 trillion at the latest co…

5 years, 1 month ago

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Which Investments Are Poised To Do Well In 2021?

Season 17 Episode 34

Part 2 of 2

Old fashioned asset allocation used to be a fairly simple exercise: 60% individual stocks, usually U.S. large-caps and 40% bonds, mostly …

5 years, 1 month ago

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Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy

Season 17 Episode 33

Part 1 of 2: 

Talk to most investment professionals and they will tell you that portfolio diversification is the key to successful investing and that…

5 years, 2 months ago

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Dreifus: Build Focused Portfolios That Beat The Market

Season 17 Episode 32

One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow g…

5 years, 2 months ago

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Financial To-Do List For A New Year [2021]

Season 17 Episode 30

Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’t fight…

5 years, 2 months ago

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Financial Plans: Pandemic Era Rethink

Season 17 Episode 29

COVID-19 has affected just about every aspect of our professional and personal lives, including the state of our finances.

Whether you or a loved one…

5 years, 3 months ago

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The Narratives Driving Stock & Real Estate Prices [2021]

Season 17 Episode 28

We have a special treat for you. Robert Shiller, a Nobel Prize-winning economist, a pioneer in the field of behavioral finance, long-time Yale profes…

5 years, 3 months ago

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Economic Perspective on the Extraordinary Events of 2020

Season 17 Episode 25

This week, in part 2 he will share his fifty years of economic perspective on the extraordinary events of 2020 and how the pandemic has changed the e…

5 years, 3 months ago

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