The Compound and Friends

Share

What if the cost of capital never rises again? (Josh with Ben)

Season 1, Ep. 140

Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks at this issue through the prism of a decade's worth of massive outperformance for growth stocks vs value stocks.


Ben Carlson (A Wealth Of Common Sense) brings up some interesting points about what this would mean for savers and investors and portfolio construction in general.


You can read the post, When Everything That Counts Can't Be Counted here:

https://thereformedbroker.com/2019/06/13/when-everything-that-counts-cant-be-counted/


1-click play or subscribe on your favorite podcast app

 

Subscribe to the mini podcast on iTunes or Spotify

 

Enable our Alexa skill here - "Alexa, play the Compound show!"

 

Talk to us about your portfolio or financial plan here:

http://ritholtzwealth.com/

 

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:

https://thereformedbroker.com/terms-and-conditions/

More Episodes