Відео

Historical small cap premium has definitely been impacted by target date funds and the explosion in popularity of s&p500 and total stock market funds. Not because they are comparable but because of fund flows. Both flows into those alternatives and because funds don’t often flow out of those alternatives even when small cap has a nice run up. This is VERY different from fun flows or fund rotation before TDF and Sp500 index clones.

Thanks. I’m on week 5 and I’m throwing the rest out. If I work out and eat less without the gpl-1 I’ll lose weight without the long term side effects of the gpl-1. N brainer Been following the micro dosing recommendations but this just has too much downside

PARTY ON 🥳✌️

Returned from Europe on June 29. Agree with Ben; I guess it's cheaper to bring young kids to Europe where they won't remember anything in later years than to pay a sitter to watch them at home.

why would it disappear? govt can print money... don't listen to those who don't know what they are talking about.

J. Powell the only one who hit the dislike button here

Sitting on the beach in Bulgaria and listening to another great podcast

candle analisys get real

‘Stocks for the Long Run’ was one of the first books I read in my career and remains probably my favorite or top 3 at least. He also spoke at one of our lunch meetings at Merrill Lynch in Princeton years ago (2008) for Wisdom Tree so I got to meet him.

"Why didn't low interest rates cause inflation in the post financial crisis period?" Because aggregate currency was not excessive AND the technology/web/automation/cloud revolution was a strong, deflationary force. Even though inflation rate-of-change measurements are currently coming down, anecdotally inflation's MOMENTUM still feels very high. If the fed lowers interest rates rapidly, I think prices would continue to rise at a rate that the hard working middle class can not endure (whether or not the Fed's measurements are consistent with empirical outcomes). If, however, Republicans regain control and turn down Congress' money hose, then interest rates can be lowered rapidly without a resurgence in inflation IMO.

if lowering rates wont give us inflation as evidenced by post-GFC difficulty in maintaining barely 2%, AND the money supply growth during 2020/21 caused the inflation... then that must mean there was no money growth during the post-gfc period, right?

Loved this, I never knew the professor was this fiery and I learned alot! Please have him back. The no nonsense, "adults in the room" talk is the best!!!

All about the G factor

Current price target of 350$ $NVDA 😂 best épisode of the year FOR SURE

J. Powell doesnt have a degree in economics HFS!

No bubble 🎉❤

M2 & velocity of money…..real drivers here !!!!

Thanks Ruchir ji for the valuable insights…

JPOW went full retard with stimulus…triggering the rest of the world’s actions …like a domino effect….wall street taking over the fed…….no clue of monetary theory

22:22 minutes and thereafter…wow …thanks for the knowlage

Another exquisite episode ! You guys rock 🤘

How can both of you mispronounce tarot so badly?

Can’t get enough compound content!!

The speaker is wrong. Investing $1,000 in the total US market in 1939 would have resulted in $3,827,700 in 2017 before fees and taxes.

Need to have him on again. Could listen to him talk all day and so insightful.

Great episode! Prof Siegel is the GOAT!

Great one guys - I always try to listen to Professor Siegel. He’s been a voice of reason the past 4 yrs. Enjoyed his take on the 70’s vs this time period very educational.

Batnik is a butthole. Staring at his phone at a green light then being passive aggressive and not moving when someone honks

are the charts showing total returns or just price returns on JEPI vs the S&P? important distinction

I like how this show mixes up the guest list from middle aged white guys in khakis and blue sports coats to geriatric white guys in khakis and blue sports coats..With all due respect Siegel is just another clueless overpaid broken clock ⏰ cnbc goofball. He was hysterical a year ago about powell hiking too much now he giving his 2 cents if he ran the fed 😂

Let’s be fair to Jeremy and not have him with either the Prof or JC. Those two people can talk the hind leg off a donkey, and much as I love them to bits, they need no pairing for fairness to anyone 😂

wish you all had addressed china re EM. china tech looks very similar to US tech in 22/early 23. china opend up a full year later than the rest of the world from covid. seems like great entry points for china large cap tech. i'm a buyer

This was a great episode!!

Josh and Michael, your show is such a gift. Love the list of guests and your style of interaction. Siegel and Schwartz are among your best. Thanks to you both for what you do.

GOAT !!!! Stocks for the Long Run !!!!!!!

I think the reason I love this channel is they don’t do anything for clickbait. No doomsdays, world war 3 or nuke headlines . Would be easy for them to do it and get clicks and they don’t: much respect

Omg I love this man.. thanks Compound

Battlefield promotion 😂 I love Josh’s take

Siegel is such a legend

Thanks for another great show!

This is what I will argue about J.Powell and the Fed. When were talking about the economy that went into instant recession after covid, the lower interest rates and definitely helped. However….. the buying of mortgage backed securities will be something that will haunt him and the rest of the fed members for a long time to come. So many young people being priced out of the current housing market.

The Fed was late because of Omicron. We should have opened up, but certain state governors wanted to keep businesses closed. Don’t get it twisted

Thank you for the amazingly interactive finance & econ class professor!

God bless America and the free market

The beverage curve plots the number of drinks one imbibes on the x-axis with the number of times Prof Siegel loses it on the y-axis.

Great episode - prob my favorite! Bring back the Jeremies often please.

Nice interview

Siegel for president!