Podcast: Many Happy Returns

Available here:

Banks stocks have tumbled as losses mount on property loans, forcing them to set aside extra cash and slash dividends. Is the commercial real estate problem contained or is this just the tip of the iceberg? And in today’s Dumb Question of the Week: What is negative equity? Thanks to Freetrade for sponsoring this episode....
UK stocks have lagged global markets in recent years. Unloved by investors and underweighted by institutions, is the UK really a bargain hiding in plain sight? We discuss what’s holding British equities back and if they’re about to turn a corner. And in today’s Dumb Question of the Week: When a company goes private, are...
There’s never been more information available to investors, but how do you avoid drowning in data? We’ve gathered our favourite investing tools from across the web to help. And what’s more, they’re free. Get ready for asset valuation, fund selection, and portfolio modelling made easy. And in today’s Dumb Question of the Week: Do backtests...
The “Weird Portfolio” seeks to sidestep market crashes while still achieving attractive long-term returns. We talk to its creator, Value Stock Geek. We also dig into value investing, and how to find wonderful companies at wonderful prices. Follow Value Stock Geek at securityanalysis.org {{many-happy-returns-links}} {{pensioncraft-links}} {{disclaimer}} {{d-show-copyright}}
To succeed at investing, you need to get the big decisions right. But the details matter too. We explore ten under-appreciated aspects of stock markets that, while seemingly trivial, can greatly affect your returns. We look at everything from index construction to valuation measures to platform fees. And in today’s Dumb Question of the Week:...
Since starting PensionCraft, I’ve spoken to more than a thousand people about their finances, helping with their investing goals, strategies, and fears. We discuss common challenges investors face and how they chart the right course. And in today’s Dumb Question of the Week: Why is it so hard to talk about money? {{many-happy-returns-links}} {{pensioncraft-links}} {{disclaimer}}...
After a century of rapid population growth, the world is getting older. But with fewer workers to subsidise healthcare and pensions, some speculate that shifting demographics spell trouble for the economy and our investments. We debate whether the golden age of stock markets can survive the great Demographic Drag? And in today’s Dumb Question of...
Despite all the predictions of doom, the American economy has achieved a macro miracle. Inflation has been tamed without the insidious side-effects of higher unemployment or a recession. But how has the Fed pulled off a soft landing, and can we hope for the same in the UK? And in today’s Dumb Question of the...
12 tricky questions to test anyone’s knowledge about money, markets and investing in 2023. Can you triumph in our Christmas pub quiz?! And in today’s Dumb Question of the Week: What is the Santa Rally and is it real? {{many-happy-returns-links}} {{pensioncraft-links}} {{disclaimer}} {{d-show-copyright}}
We celebrate the life of Charlie Munger and look to learn from his wisdom. Warren Buffett’s long-time right-hand man helped build Berkshire Hathaway and was a brilliant investor in his own right. But perhaps he will be best remembered for his willingness to share his wisdom, wit and one-liners. And in today’s Dumb Question of...
Markets are full of numbers. Big ones. Small ones. Nonsensical ones. But what is the most influential number in investing? Is it the oil price? Or the interest rate set by the Fed? Or perhaps the strength of the dollar? We debate seven different rates and prices in attempt to crown The World’s Most Important...
The Fear of Missing Out tempts us all. Amid fast-moving markets and 24-hour news, FOMO can be an investor’s worst enemy, derailing decision-making and undermining long-term goals. We discuss the strategies that help us stick to the plan. And in today’s Dumb Question of the Week: When is the right time to sell an investment?...
What do you get if you combine the world’s most important financial market, hedge funds, enormous leverage, and doom loop dynamics? Welcome to the Treasury ‘basis trade’. We discuss the risks that lurk behind the Treasury market and why regulators are sounding the alarm. And in today’s Dumb Question of the Week: What is the...
Over decades, index funds have delivered superior returns and surged in popularity. But some claim the rise of passive investing has come at the cost of less competitive markets and inflated prices for consumers. We look at the evidence that common stock ownership might harm economic efficiency. And in today’s Dumb Question of the Week:...