The Long Only Podcast

Sure, the  rapid increase in interest rates had some negative consequences. But, setting the real estate "lock in" effect aside, the rates shouldn't impact the  economy that much. We are still at historically modest rates and might just need to buckle up for "higher for longer".

The boys discuss the governments hand in inflation and the fact that the full effect of if have been masked by many household simply having two wage earners.

At least, don't retire completely. People need to work and a lot of our assumptions about retirement might need to be re-thought as longevity and productivity get extended.

Gerry breaks down the IPS market and is the economy actually good? Then Doug talks about why your family shouldn't build your coffin.

Gerry and Doug comment on the red hot crypto markets and then take a shot at the experts.

Nvidia blows it out of the water, but is this just another example of the uneven stock market?

Doug tosses some quick-hitter questions at Gerry about the economy, the stock market and cryptocurrency. He even gets him to actually make predictions (even though that isn't what we do!)

For a long time, the markets have primarily cared about what interest rates are doing. As we take a pause and try to figure out the next move for rates, Gerry discusses the current positive earnings season and a possible return to fundamentals.

Are small caps (still) at an inflection point and should first time homebuyers wait for lower interest rates?

The guys discuss whether politics matter, the pitfalls of overplanning around taxes, and "What are fertile fields of growth?"

Gerry and Doug discuss the pending Chevron Deference court case and 2 essential qualities in a good investment.

In the wake of crypto's rebound, Gerry discusses an actual case for a token and then dispenses advice on budget friendly dinner dates.

-Will lower interest rates buoy the market in 2024?  -Gerry quantifies the Latte Effect. -Should you pay off your mortgage?

Gerry and Doug look at 4 relationships that are key to succeeding financially and using it wisely. You relationship with God, with yourself, with your spouse, and with your network of friends.

The Fed "kinda sorta"  gives the market permission go up, a surprising defense of whole life insurance and a primer on derivatives.

There is no reward with risk, which is basically another word for suffering. Plus, the Latte Effect and what do do with cash.

More confirmation of a market inflection point,  compound growth,  get an estate plan and this a complex person who had both some good and not good ideas.

Could the market have actually found a bottom?  Plus, short selling (and why Gerry hates it),  company sponsored retirement plans and our Free Enterprise  Saint (or Sinner) of the week.

Have interest rates peaked? Plus, Gerry's favorite savings plan, mutual funds basics and a little bit Domino's founder,  Tom Mongahan.

Gerry discussed the role of truth in investing and, at the end, gets back to basics as he breaks down what stock is.

What is a business worth? Gerry is seeing an amount of increasing cases where the whole is less than the sum of its balance sheet.

ETFs started out as  a way to facilitate passive investing, but they have gotten more and more specialized over the years. By definition, there has been a bit of a style drift.

If dividends are so great, why doesn't Amazon declare them? Gerry and Doug talk about the (relatively)  recent de-emphasis of inflation.

First, Doug and Gerry address the obvious big issue of the day.  Then go into the issue of a few big companies, their outsized effect on the indices and the prospects for that to continue into the future.

Doug's recent reading selection leads him to the profound (which is obvious to most people) conclusion that not all books are edifying. But, Ship of Dreams is one of the good ones. [Sorry for the poor audio this episode. Our levels where off and we are adjusting to our new studio].