Listen Now In this episode, I’m going to separate two ideas people accidentally glue together: Idea #1: AI will change the world. Idea #2: Therefore, the most popular AI stocks should outperform. This was a common topic for a few of my recent guests, but I’m going to...
Watch Now Listen Now In this episode of The Long-Term Investor, I’m joined by Kevin DiCiurcio from Vanguard’s Investment Strategy Group. Kevin leads the capital markets research behind Vanguard’s long-range return forecasts, the numbers that show up in advisor...
Listen Now Today we’re going behind the scenes on something that drives almost every modern financial plan: the assumptions inside a Monte Carlo analysis. If you’ve ever seen a plan that says you have—say—an 80% or 90% probability of success, here’s the question most...
Watch Now Listen Now Today’s guest is Liz Ann Sonders, the Chief Investment Strategist at Charles Schwab—one of the most widely followed voices in markets and the economy, and someone I’ve personally been reading and learning from for nearly two decades. In this...
Watch Now Watch Now Listen Now This episode airs January 7—right in the heart of prediction season—which makes Rubin Miller the perfect guest. Rubin has never been shy about his disdain for market forecasts, especially the annual ritual of banks publishing one-year...
