Strategies and Systems Want Your Money
11/13/24 • 29 min
We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions.
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Show Notes
Ruminating on Asset Allocation by Howard Marks—Oaktree Capital
Michael E. Porter—Harvard Business School
This Is Strategy by Seth Godin—Simon & Schuster
Victor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor Perspectives
Static vs Dynamic Asset Allocation; Victor Meets the Boglehead—Bogleheads.org
Tim Cook on Why Apple’s Huge Bets Will Pay Off By Ben Cohen—The Wall Street Journal
Related Episodes
491: The Five Layers of Investing
451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market
420: Does a 60/40 Balanced Portfolio Still Work?
397: How To Invest Based on Cycles
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
We explore what strategy and systems are and how we craft and change them. We consider how investment strategies and financial systems have changed over the decades and why this matters to your financial decisions.
Sponsors
LinkedIn Jobs – Use this link to post your job for free on LinkedIn Jobs
Delete Me – Use code David20 to get 20% off
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
Ruminating on Asset Allocation by Howard Marks—Oaktree Capital
Michael E. Porter—Harvard Business School
This Is Strategy by Seth Godin—Simon & Schuster
Victor Meets the Boglehead by Victor Haghani & James White—VettaFi Advisor Perspectives
Static vs Dynamic Asset Allocation; Victor Meets the Boglehead—Bogleheads.org
Tim Cook on Why Apple’s Huge Bets Will Pay Off By Ben Cohen—The Wall Street Journal
Related Episodes
491: The Five Layers of Investing
451: How Much Should You Invest in Stocks? The Art of Position Sizing in a Volatile Market
420: Does a 60/40 Balanced Portfolio Still Work?
397: How To Invest Based on Cycles
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Previous Episode
Episode 500: The S&P 500 Index and the Decade Ahead
In the 500th episode of Money for the Rest of Us, we focus on the S&P 500 Index. How has the index changed, and why have U.S. stocks performed so well? Will U.S. stocks only return 3% in the next decade, as Goldman Sachs predicts.
We also discuss major themes covered on Money for the Rest of Us over 500 episodes and what are our plans for the future. Thanks for being a part of Money for the Rest of Us over the past decade.
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Show Notes
Select Sector Indices Consultation on Constituent Weightings Calculations – Results—S&P Global
What Does an Election Year Mean for the Market?—S&P Global
Decade of Big S&P 500 Gains Is Over, Goldman Strategists Say by Sagarika Jaisinghani—Bloomberg
David Stein LinkedIn Post—LinkedIn
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Next Episode
Should You Invest in Nuclear Energy?
Why has there been renewed interest in nuclear power generation in the last couple of years, and how can we invest in it?
Topics covered include:
- Why did Microsoft sign an agreement to reopen a nuclear reactor at the infamous Three Mile Island nuclear facility
- How much does nuclear energy contribute to global power generation
- Why is demand for electricity accelerating
- What are the advantages and challenges with nuclear energy
- What investment vehicles individuals can use to invest in nuclear energy
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Delete Me – Use code David20 to get 20% off
Insiders Guide Email Newsletter
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Our Premium Products
Show Notes
Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner—YouTube
Q&A - Germany’s nuclear exit: One year after—Clean Energy Wire
Fukushima Daiichi Accident—World Nuclear Association
Chernobyl Accident 1986—World Nuclear Association
Nuclear Energy in a Low-Carbon Energy Future—NEI
Electricity Mid-Year Update - July 2024—IEA
What is U.S. electricity generation by energy source?—U.S. Energy Information Administration
Investments Mentioned
Pelican Energy Partners
Sprott Physical Uranium Trust Performance (SRUUF)
GlobalX Uranium ETF (URA)
VanEck Uranium and Nuclear ETF (NLR)
Sprott Uranium Miners ETF (URNM)
Sprott Junior Uranium Miners ETF (URNJ)
Related Episodes
469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?
384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?
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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