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The 2020 Podcast World Tour Continues

I know. It’s getting to be a bit much. But I did another podcast. What the hell else am I gonna do on lockdown? Anyhow, I joined Dan Ferris on The Investor Hour to talk about the financial markets. Some of the topics included:

  • The impact of the stimulus and the state of the markets.
  • Why Fed Trutherism is dangerous.
  • Why the stock market rally makes more sense than people think.
  • How the Fed influences interest rates.
  • Why future returns could be lower than many expect.
  • Why patience is going to be the ultimate diversifier in the coming years.

The interview starts at 13:30 here. I hope you enjoy.