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Investment Wisdom Podcast – Day 12 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Investment Wisdom Podcast – Day 11 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Finding Investment Opportunities as U.S. Mortgage Debt Surpasses 2008 Peak

While the risk of another consumer credit meltdown might be rising, the structure of the consumer credit market, particularly with respect to residential mortgage backed securities (RMBS), is fundamentally less vulnerable than it was in the 2005-2008 period.

Investing in an Inverted Yield Curve World

There is a $16 trillion pile of negative yielding debt around the world and global central banks are officially trying to out-dove each other as one after next slashes interest rates in a race to the bottom. Against this backdrop, what is an investor to do?!

Investment Wisdom Podcast – Day 10 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

Investment Wisdom Podcast – Day 10 of 12

The Lords of finance have somehow convinced investors that “simple” always beats “complex” in markets. But this is rubbish.

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