Investing Fundamentals and What Is Attractive Now
04/03/24 • 48 min
In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.
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Show Notes
Josh Jalinksi - Financial Quarterback
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In this conversation with financial advisor Josh Jalinski, David shares his views on constructing and benchmarking portfolios, factor investing including growth versus value, and managing regret. We explore a number of asset classes and strategies including dividend investing, leveraged loans, closed-end funds, equity REITs, and China. We also discuss how to manage retirement assets.
Sponsors
Monarch Money – Get an extended 30-day free trial
Insiders Guide Email Newsletter
Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter
Our Premium Products
Show Notes
Josh Jalinksi - Financial Quarterback
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Previous Episode
Is the Economy as Bad as People Think?
Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress.
Topics covered include:
- How consumer sentiment surveys are designed and their current findings.
- Reasons behind consumer frustration with increasing prices amidst declining inflation rates.
- The magnitude of the inflation shock and its underlying causes.
- The concept of reference prices and their significant role in shaping consumer sentiment.
- Factors contributing to the high levels of economic uncertainty among households.
- Key elements required for enhancing consumer confidence in their economic future.
- The political repercussions stemming from widespread economic dissatisfaction.
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Show Notes
Surveys of Consumers—University of Michigan
Consumer sentiment climbs amid split views on business outlook—University of Michigan
The Purchasing Power of American Households—U.S. Department of the Treasury
Unemployment Rate—St. Louis Fed
Kraft Heinz ups ad spend, changes leadership by Christopher Lombardo—Strategy
Covid-19 Coronavirus Pandemic—Worldometer
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286: Coronavirus and the Financial Impact of Pandemics
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-...
Next Episode
Are Emerging Markets Bonds a Once in a Generation Opportunity?
Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should.
Topics covered include:
- How emerging markets bonds have performed relative to U.S. bonds
- How frequently have emerging markets bonds defaulted
- What is the difference between local currency and U.S. dollar-denominated emerging markets bonds
- Why emerging markets nations are reforming
- What are the ways to invest in emerging markets bonds and what factors should you consider
Sponsors
Betterment - the automated investing and savings app
Monarch Money – Get an extended 30-day free trial
Insiders Guide Email Newsletter
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Our Premium Products
Show Notes
Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO
EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings
The big opportunity in emerging market debt by Victoria Courmes—The Financial Times
The weakest links in the global economy are on the mend by Ruchir Sharma—The Financial Times
How to invest in closed-end funds - Money for the Rest of Us
Investments Mentioned
iShares JP Morgan USD Emerging Markets Bond ETF (EMB)
iShares JP Morgan Emerging Markets Local Currency Bond ETF (LEMB)
DoubleLine Low Duration Emerging Markets Fixed Income Fund (DELNX)
DoubleLine Emerging Markets Fixed Income Fund (DLENX)
Virtus Stone Harbor Emerging Markets Income ETF (EDF)
DoubleLine Income Solutions Fund (DSL)
Morgan Stanley Emerging Markets Debt Fund (MSD)
Morgan Stanley Emerging Markets Domestic Debt Fund (MSD)
Related Episodes
411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha Mehta
How to Invest in Closed-End Funds
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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