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Evaluating Your Investment Performance: How yah doing?
Manage episode 435822848 series 3587117
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Curious if your investment manager is actually adding value to your portfolio, or just riding the market's coattails? Get ready to navigate the murky waters of investment performance with a mix of humor and hard-hitting analysis on Bullshit on Stilts! We start by unpacking the often confusing concept of "alpha." Using a relatable shed remodeling analogy, we'll show you how to determine if your portfolio is truly beating the market or just keeping pace. Learn how to compare your investments to the right benchmarks and measure the value of your active manager’s contributions.
Ever wondered how to spot a financial advisor’s smoke and mirrors during a market downturn? Reflecting on the 2008 financial crisis, we reveal how a seemingly modest return can actually be a win. We delve into the nitty-gritty of understanding investment performance and fees, arming you with the knowledge to avoid unnecessary losses and potential fraud. Discover why knowing exactly what you own and why can save you from financial disaster, and get the inside scoop on how the financial industry often overcomplicates things to keep you in the dark.
Should you go active or passive in your investment strategy? We break down the evolution of investment management, comparing the benefits of index funds in efficient markets to the potential goldmine of stock picking in less efficient ones. Hear about our humorous takes on financial terminology and the practical aspects of tax management. With engaging analogies and insightful discussions, we’ll explore whether your broker’s supposed genius is just luck in disguise. Tune in for a session that’s both educational and entertaining, perfect for both novice and seasoned investors.
Developing your financial bullshit sniffer one episode at a time.
Capítulos
1. Evaluating Your Investment Performance: How yah doing? (00:00:00)
2. Analyzing Investment Performance With Bullshitologists (00:00:01)
3. Understanding Investment Performance and Fees (00:08:48)
4. Navigating Investment Performance and Taxes (00:19:12)
5. Active vs Passive Management (00:23:19)
17 episódios
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