Will The US National Debt Cause Problems Soon? (EP.158)
Release Date: 06/26/2024
A Framework For Evaluating Investment Fads With Marlena Lee (EP.171)
The Long Term Investor
In this episode, I’m joined by Marlena Lee from Dimensional Fund Advisors for a deep dive into evaluating investment fads and how to build better portfolios. We also explore the importance of global diversification and why certain investments may not belong in your long-term strategy. Listen now and learn: A framework for evaluating whether an investment fad deserves a place in your portfolio. The truth about private investments and why gold or crypto might not be the hedges you think they are. Why past performance and company size don’t always indicate future returns. ...
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A Low-Stress Way to Spend Guilt-Free and Keep Your Finances Healthy (EP.170)
The Long Term Investor
Things can get complicated quickly in the world of personal finance. From investing and budgeting to estate planning and insurance, there are multiple ways to accomplish what you need to get done. In today’s episode, you’ll hear an interview I did on “The Struggle Is Real” podcast. This interview dives into how to simplify investing and budgeting in a way that feels more approachable. Listen now and learn: What matters whenever it comes to successfully investing My straightforward investment strategy The most important factor in investing How to...
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Skill, Luck, and Strategy: What Chess Can Teach You About Investing with Rubin Miller (EP.169)
The Long Term Investor
In this episode, we tackle one of the biggest challenges investors face: making smart, strategic decisions in an unpredictable market. Drawing inspiration from the game of chess, my guest Rubin Miller will explain how to think several steps ahead when it comes to your portfolio, outmaneuver market uncertainty, and avoid costly mistakes. We also discuss the role of “luck” in investing and how good decisions do not always lead to good outcomes. With his chess expertise and role as Chief Investment Officer, Rubin has a knack for explaining tricky investment concepts...
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What To Do When A CD Matures (EP.168)
The Long Term Investor
When a CD matures, you have several options: renewing the CD, moving the funds to a high-yield savings account, or exploring higher-risk, higher-reward investments. Each choice comes with its own set of benefits and drawbacks. Listen now and learn: Strategies for maximizing your earnings Whether you should renew your CD or move to a high-yield savings account When to move your cash to higher-risk, higher reward investments Visit for show notes, free resources, and a place to submit questions.
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From Stock Picking To Systematic Investing Success With Wes Gray (EP.167)
The Long Term Investor
Wes Gray, founder of Alpha Architect, joins the show to explore the evolution from traditional stock picking to data-driven quantitative investing. Listen now and learn: Why even a perfect stock-picking strategy can still fail during market downturns The power of factor investing and how it systematically enhances portfolio returns A critical perspective on investing in emerging markets and private equity Visit for show notes, free resources, and a place to submit questions. [0:30] From Stock Picker to Quant: Wes Gray’s Investing Journey [8:39] The Efficient...
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Why You Don’t Have to Pick Winning Stocks (EP.166)
The Long Term Investor
In the realm of investing, nothing is more seductive than picking a winning stock. Unfortunately, investing in individual stocks is incredibly risky. But here’s the good news: picking winning stocks isn’t necessary. Listen now and learn: A history of individual stock returns How professional investors perform The best way to own winning stocks Visit for show notes, free resources, and a place to submit questions.
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Debunking Dividend Investing Myths ft. Taylor Schulte (EP.165)
The Long Term Investor
Taylor Schulte joins the show for a dive deep into the world of dividend investing. Tune in as we debunk common myths and provide a clear framework for building a successful investment portfolio. Listen now and learn: The drawbacks of chasing high-yield investments and how to build a balanced portfolio How dividend-focused funds perform relative to the market Tax implications of dividends vs stock buybacks Visit for show notes, free resources, and a place to submit questions. [0:30] Introduction to Dividend Investing and Common Misconceptions [4:45] Building...
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A Routine Stock Market Pullback (EP.164)
The Long Term Investor
With the S&P 500 rapidly declining over the past two weeks, what should investors be doing? Listen now and learn: How often the stock market falls What triggered the most recent stock market decline Timeless wisdom for periods of stock market losses Visit for show notes, free resources, and a place to submit questions.
info_outline![How to Use Alternative Investments With Phil Huber [LIVE] (EP.163) show art](https://assets.libsyn.com/item/32114362?height=50&width=50)
How to Use Alternative Investments With Phil Huber [LIVE] (EP.163)
The Long Term Investor
If you want to maximize your investing returns beyond what traditional methods offer, discover leading edge opportunities, or simply stay up to date on the latest investing trends, alternative investments may be for you. The pursuit of diversification is not as straightforward as it once was — and the classic 60/40 portfolio may no longer be sufficient in helping investors achieve their financial goals. Alternative assets are emerging and may start to play a more prominent role in future investor portfolios. This episode is recorded LIVE from the 2024 Morningstar Investment Conference...
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When Tax-Loss Harvesting Makes Sense (And When It Doesn’t) (EP.162)
The Long Term Investor
In this episode, we're dissecting a strategy that many believe is a must-do for every investor: Tax-Loss Harvesting (TLH). But what if I told you that this widely recommended tactic might not be beneficial for everyone? Listen now and learn: The three components necessary to derive value from tax loss harvesting Reasonable expectations of value from tax loss harvesting Actions you can take to maximize the potential benefits of tax loss harvesting Visit for show notes, free resources, and a place to submit questions.
info_outlineThe US national debt is a significant and often misunderstood topic: With the current debt sitting at around $34.6 trillion, many wonder if this signals an impending crisis. Peter breaks down what this figure means and explores the broader implications (many of which may surprise you).
Listen now and learn:
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Differences between the deficit, the debt, and the debt ceiling
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How US government finances are very different than household finances
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Why inflation, not default, is the real risk of our deficit spending
Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.