Podcasts about financial history

As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 6/18/2025; Original Air Dates: 6/26/2023 & 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 6/18/2025; Original Air Dates: 6/26/2023 & 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

You can learn a whole lot about a person just by following their money, so there's a level of vulnerability inherent in the financial planning process that many find it difficult to overcome in the initial stages. Donna and Nathan take us through the steps involved in launching a financial plan, and the liberating effect that financial transparency can bring. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell a story of corruption and bloodshed: the building of the second transcontinental railroad, the Northern Pacific. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 6/11/2025; Original Air Dates: 2/16/2023 & 10/11/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Social safety nets have existed in one form or another since the Middle Ages, but no government entitlement program has touched more people or enjoyed more longevity than Social Security. On this edition of our MoneyTalk Moment in Financial History, Nathan takes us through the events that led to the unlikely passing of the Social Security program, and why itâs been so critical to the ongoing welfare of our nation. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 6/4/2025; Original Air Date: 8/9/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

At CFA Institute LIVE 2025, returning guest Mark Higgins, CFA, sat down with guest host Lotta Moberg to explore the rise—and risks—of private credit. With a historical perspective and a sharp eye for market cycles, Mark challenges the prevailing optimism, drawing parallels to past investment booms and offering a compelling case for greater caution. He also examines the expanding role of consultants and questions common assumptions in portfolio construction. A must-listen for anyone navigating the complex terrain of private markets.

Real estate is the only asset class that has historically kept up with stocks, but investing in property can be time consuming and expensive, that is unless you invest in REITs. Nathan and Steve discuss the different types of Real Estate Investment Trusts, how they work, and the benefits and drawbacks of passive real estate investing. Also, on our MoneyTalk Moment in Financial History we cover the controversial legacy of âThe Match Kingâ, Ivar Kreuger, who was responsible for many of the financial products we still use today, as well as one of the biggest Ponzie schemes of the 20th century. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 5/28/2025; Original Air Dates: 8/16/2023 & 12/27/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

We look at The CEO: The Rise and Fall of Britain's Captains of Industry, coming out in June 2025. See mor about the book here. The CEO: The Rise and Fall of Britain's Captains of Industry reviewed In many ways this book is a bit of a horror show in terms of management for British industries. The authors do a good job of taking us through a variety of types of leader. This is informative and well written, however the constant theme seems to be, regardless of their origin or training, they generally still ended up making either a real mess of it all, or at least not performing optimally. Sadly, as the authors also clearly point out, the only constant is the increasingly dizzy rise of the renumeration packages for this motley crew of incompetents. The approach seems to get ever shorter and shorter in terms of time frames and KPIs to aim for. To compensate for their likely impending dismissal, the renumeration packages are ever more ludicrous and higher and higher multiples of the average working person's salary. This book is well written and researched, but it also became ever more depressing as you were reminded of the growing rogues gallery of poorly performing, but increasingly well paid CEOs that have had to be endured in many British companies. It is a challenging time when competence, ability or ethical integrity seem to be less and less in demand for leading companies or even countries. Here's hoping that this book helps to at least raise the level of debate even while we have to endure as series of self serving leaders. More about the authors Michael Aldous is a business historian and Senior Lecturer at Queen's Business School, Queen's University Belfast. He is a founder and co-director of the Long Run Institute (LRI), which uses historical analysis to help senior executives and policy makers make better decisions. John D. Turner is Professor of Finance and Financial History, Queen's Business School, Queen's University Belfast, and a Fellow of the Academy of Social Sciences. His previous Cambridge University Press book Boom and Bust: A Global History of Financial Bubbles (2021) was named an Economics Book of the Year by the Financial Times. More about The CEO After analysing 1500 CEOs, what does a good one look like? High cognitive ability; strong organisational and interpersonal skills; clear values and personal purpose; has judgement from career and life experience (so aged 50 or over) History reveals why CEOs are fat cats this study of Britain's corporate history reveals that corporate fat cats emerged because of the emasculation of private sector trade unions and changing social norms about pay inequality. We need CEOs need to move slow and build things (not move fast and break things) By the 1970s, CEOs began getting sacked in ever greater numbers. By this century, over 40% of CEOs were dismissed either for poor performance or because their companies were taken over; tenures fell too from an average of 10 years to under six. The trend of CEOs spending much less time in the role can be traced back to deregulation and privatization policies (of Thatcher era) but also to the financialization of companies and the wider economy. So, how can CEOs make meaningful change? Who makes it to the top? Differing pathways influenced how CEOs historically operated and are perceived. They have been (in historical order): Aristocratic amateurs; Families and founders; Managers; Technocrats It was not until 1997 that Marjorie Scardino became the first woman and also the first mother to become CEO of a FTSE 100 company. Across the century, women have worked to overturn deeply embedded social and cultural stereotypes. Back at the beginning of the twentieth century, even though women made up nearly half of the shareholders in some companies, shareholder voting registers simply de-platformed them from the list of those shareholders who held the qualifying number of shares to almost automatically stand as a director. Being a director was,...

Let's take a moment to explore the powerful and often overlooked history of women and money in America. This journey has been marked by bold shifts, surprising setbacks, and undeniable progress. The path has been anything but linear from the 1862 Homestead Act to women now leading Fortune 500 companies.   This isn't just a look back; it's a reminder that your wealth-building journey is part of something bigger. When we understand the laws that shaped us, like the Equal Credit Opportunity Act of 1974, and celebrate pioneers like Madam C.J. Walker, we begin to see that financial independence isn't just about money. It's about power, legacy, and rewriting the future.   Why does this matter now? I believe every woman deserves the financial power to walk away from any job or relationship that isn't serving her. This episode is a reminder that we're not just chasing wealth, we're building freedom.   Let's keep learning, investing, valuing ourselves, and enjoying the journey together.   01:15 – Before 1974: Needing a man's permission to open a bank account 04:30 – The Homestead Act and the start of women's property rights 06:15 – Madam CJ Walker's legacy of empowerment 07:45 – The 19th Amendment and why voting is part of wealth-building 10:00 – The Equal Pay Act: Progress and reality 12:45 – Janet Yellen and the rise of women in economic leadership 14:00 – From one female CEO in 1972 to over 50 today    

Let's take a moment to explore the powerful and often overlooked history of women and money in America. This journey has been marked by bold shifts, surprising setbacks, and undeniable progress. The path has been anything but linear from the 1862 Homestead Act to women now leading Fortune 500 companies.   This isn't just a look back; it's a reminder that your wealth-building journey is part of something bigger. When we understand the laws that shaped us, like the Equal Credit Opportunity Act of 1974, and celebrate pioneers like Madam C.J. Walker, we begin to see that financial independence isn't just about money. It's about power, legacy, and rewriting the future.   Why does this matter now? I believe every woman deserves the financial power to walk away from any job or relationship that isn't serving her. This episode is a reminder that we're not just chasing wealth, we're building freedom.   Let's keep learning, investing, valuing ourselves, and enjoying the journey together.   01:15 – Before 1974: Needing a man's permission to open a bank account 04:30 – The Homestead Act and the start of women's property rights 06:15 – Madam CJ Walker's legacy of empowerment 07:45 – The 19th Amendment and why voting is part of wealth-building 10:00 – The Equal Pay Act: Progress and reality 12:45 – Janet Yellen and the rise of women in economic leadership 14:00 – From one female CEO in 1972 to over 50 today    

No innovation contributed more to westward expansion and American progress than the transcontinental railroad, but the road to that progress was paved in corruption and brutality. On this addition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of the first transcontinental railroad, and the greed, ambition and lives sacrificed to make it all possible. Also on MoneyTalk, how to choose your investment vehicle. Host: Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 5/21/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Can economics really be called a science if its predictions so often fail? Tune in for an inspiring discussion with Daniel Munson on his new book Fiscal Follies: A Little Fun with Economics (and Economists). Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM, an ABC Talk News Radio affiliate! Daniel C. Munson is a graduate of the University of Minnesota (with a B.S. in Chemical Engineering) and the William Mitchell College of Law, with a professional background in chemical engineering, law, and financial management. For over two decades, he has written for national financial publications including Barron's and Financial History, bringing a sharp, multidisciplinary perspective to complex economic issues. In his latest book, Fiscal Follies, Munson examines the intersection of economics, finance, and technology—arguing that unlike the hard sciences, economics is riddled with flawed assumptions and imprecise thinking. The book was hailed by Marketwise senior editor Garrett Baldwin as the “Financial Book of the Year,” praised for its clear, jargon-free insights and bold critique of mainstream economic thought.  https://a.co/d/7BYwUg5 For more show information visit:www.MariannePestana.com

Big financial decisions ahead? Whether it's retirement, a career change, or navigating complex investments, get expert guidance in a quick, no-pressure call. Schedule yours now. -----  In this episode, Mark Higgins, author of Investing in U.S. Financial History, reveals how understanding historical market crashes and human behavior can provide investors a powerful advantage. Discover why financial history is more than just fascinating stories—it's a blueprint for smarter investing. Listen and learn: ► The surprising ways historical market crashes mirror today's economic climate ► Why understanding investor psychology from past crises can protect your portfolio ► How politics and inflation have historically influenced market behavior ► Key lessons from history that help investors avoid common emotional pitfalls Tune in to learn how the past can help prepare your investments for the future. Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   (00:00) Introduction (02:00) Why Human Behavior and Financial History Are Inseparable Guides for Investors  (09:24) The Interplay of Politics, Inflation, and Investor Behavior  (13:17) Stocks, Alternatives, and the Power of Simplicity  (16:51) Herd Behavior and Misunderstood Market Crises  (21:01) Building a Resilient Long-Term Portfolio  (28:12) Truly Unprecedented: Today's Fiscal Picture  (29:23) Connect with Mark Higgins    Disclosure: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment. The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client. References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others. Please see disclosures here.

In this episode of America's Founding Series, Professor Nicholas Giordano tells the extraordinary but often overlooked story of Robert Morris & Haym Salomon: The Men Who Financed American Freedom. While the Revolution was fought with muskets and courage, it was won with money, and these two patriots provided it. From Salomon's imprisonment by the British to the desperate scramble for $20,000 that saved the Yorktown campaign, this episode reveals how their financial sacrifices helped secure American independence. Without Morris and Salomon, the Revolution may have collapsed before victory was ever possible. Professor Giordano reveals how these forgotten patriots risked everything for liberty and why their names deserve a place alongside America's most celebrated founders. Episode Highlights: The dramatic moment when George Washington demanded, “Send for Haym Salomon,” to save the Yorktown campaign. How Robert Morris created a financial system from scratch to sustain the Revolution and died in debt for it. The little-known story of Salomon's arrest, espionage, and tireless fundraising efforts under British surveillance.  

When you're young, it's easy to get paralyzed worrying about how you should be saving for retirement, but the first and most important step is to just be saving. Donna and Nathan discuss strategies you can follow to catch up on your retirement savings if you feel like you've fallen behind. Also, on our MoneyTalk Moment in Financial History we discuss one of the earliest and most consequential financial bubbles of all time, the South Sea Bubble. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Special Guest: Daniel Sowa; Air Date: 4/30/2025; Original Air Dates: 7/24/2024 & 8/27/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Age is a primary factor in deciding on the right investment allocation for your portfolio, but as you might imagine, thereâs a bit more to it than that. Nathan and Steve discuss four questions you should ask yourself when developing a tailored asset allocation strategy. Also, our MoneyTalk Moment in Financial History tells the story of how the early innovations of the Nasdaq paved the way for the modern era of stock trading, and the surprising role that Bernie Maddoff played in making it all possible. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 4/23/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Dr. Michael D. Bordo is a Board of Governors Professor of Economics and director of the Center for Monetary and Financial History at Rutgers University, New Brunswick, New Jersey.Support the show

Understanding Tariffs vs. Income Tax: Financial History and Economic Impact The Evolution of US Tax Systems and Its Economic Impact In this episode of The Tom Dupree Show, host Tom […] The post Understanding Tariffs vs. Income Tax: Financial History and Economic Impact appeared first on Dupree Financial.

There are certain financial vehicles for charitable giving, and others for generational investing, but on todayâs episode we cover two unique hybrid products that are designed to achieve both. Nathan and Steve discuss the features and benefits of Charitable Remainder and Charitable Lead Trusts. Also, our MoneyTalk Moment in Financial History takes us from Ponzi to Madoff to track the history of the Ponzi scheme. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 4/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

You likely have heard of the three primary US stock indices, the Dow Jones Industrial Average, the S&P500 and the Nasdaq, but many people don't have a clear understanding of which they should be following, and when. Nathan discusses the differences between the Big Three, and why each one is uniquely important to the overall market. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of how Clarence Saunders, founder of the Piggly Wiggly grocery chain, attempted to corner the stock market in the early 1900s. Host: Nathan Beauvais CFP®, CIMA®; Guest: Daniel Sowa; Air Date: 3/26/2025; Original Air Date: 9/8/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

The vast majority of Americans will eventually have to think about Medicare planning, and knowing the rules ahead of time can help you when trying to project your healthcare expenses in retirement. Donna and Nathan explain how the different Medicare plans work, and what considerations you should have when choosing your coverage. Also, on our MoneyTalk Moment in Financial History, Nathan and Daniel take us through the complicated legacy of one of the Industrial Revolutionâs greatest contributors, Henry Ford. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Guest: Daniel Sowa; Air Date: 3/19/2025; Original Air Date: 6/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In the late 19th century, the industrial elite had a heavy hand in American politics, and this corrupt relationship created opportunity for the few at the top to amass vast sums of wealth, if they played their cards right. On this edition of our MoneyTalk Moment in Financial History, Nathan and Daniel tell the story of Black Friday 1869, when railroad magnate, Jay Gould, attempted to manipulate President Ulysses S Grant to corner the gold market. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 3/12/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Can U.S. economic exceptionalism survive the transformations of our time? We analyze the underpinnings of American economic exceptionalism, weigh its resilience and provide a playbook for investing in a new era Join Executive Director of Investment Research Andrew Korz and Research Associate Alan Flannigan as they delve into their new report, U.S. exceptionalism: At a crossroads.Have a question for our experts? Text us for a chance to have your questions answered on the next episode.To watch the video version, go to https://www.youtube.com/@FSInvestments For more research insights go to FSInvestments.com https://bit.ly/m/fsinvestments

Jonathan is the Co-Founder and Chairman of Ruffer, a London-based investment firm focused on absolute returns. Jonathan shares his unique insights on financial market history, long-term cycles, and his market outlook, drawing on nearly five decades of experience.

The investment strategies used when investing for the next generation can look very different than how you handle your retirement assets. Nathan and Steve discuss considerations for those managing multigenerational assets. Also, on our MoneyTalk Moment in Financial History we discuss how the idea of Manifest Destiny transformed America during the California Gold Rush. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 3/5/2025; Original Air Date: 10/18/2023 & 2/7/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Getting audited by the IRS is something we all have to be prepared for, and no one looks forward to, but the typical audit experience can be surprisingly straightforward…if you're prepared. Nathan and Steve discuss what to expect if the IRS pulls your number. Also on our MoneyTalk Moment in Financial History, Nathan and Daniel explain how Great Britain turned one of the first joint stock companies into a commercial empire: the story of the British East India Company. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Guest: Daniel Sowa; Air Date: 2/26/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

The VIX is an index that measures market volatility, or the rate of fluctuation in the price of securities over a given period, which is why it is known as "The Fear Index". Donna and Nathan offer context to help us understand what drives periods of volatility, and why investor fear tends to feed on itself. Also, on our MoneyTalk Moment in Financial History, how the current President's aggressive use of tarriffs is actually a return to the revenue policies of the early US government. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 2/5/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Marty sits down with Jeff Walton to discuss Microstrategy's preferred stock offering. Jeff on Twitter: https://x.com/PunterJeff MSTR True North: https://x.com/MSTRTrueNorth 0:00 - Intro 0:36 - Explaining Microstrategy's preferred stocks 7:14 - Making use of volatility 13:58 - Fold & Bitkey 15:54 - Everything changes when insurance catches on 25:34 - Real estate insurance 29:04 - Unchained 30:05 - First mover companies 33:16 - The strategy is misunderstood, but the tide is turning 38:22 - What happens to MSTR's value 44:14 - The most hated trade 48:09 - Too much bitcoin? 53:17 - Is Microstrategy going to be the only player? 56:09 - Bitcoin weaponizes greed 1:05:31 - Will the 4 year cycle be disrupted? 1:08:37 - How it's been for Jeff 1:12:24 - Bitcoin yield 1:15:44 - Wrap Shoutout to our sponsors: Fold https://foldapp.com/marty/ Bitkey https://bitkey.world/ Unchained https://unchained.com/tftc/ Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/

During a bull market it can be easy to drop our guard on managing portfolio risk, and before you know it, that once balanced portfolio has taken on a far more aggressive allocation than you may have originally planned. Nathan discusses the importance of maintaining a diversification mindset as you pass through market cycles. Also, on our MoneyTalk Moment in Financial History we cover the history of the US banking system. Host: Nathan Beauvais CFP®, CIMA®; Air Date: 1/22/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Each year on Black Friday American shoppers spend billions of dollars on goods, but what you may not know is that the original Black Friday was anything but a boon for the economy. On this edition of our MoneyTalk Moment in Financial History, Nathan covers the events of Black Friday 1869, the historic market crash driven by plummeting gold prices, and the greed and ambition of one of the wealthiest and most infamous characters of the time, Jay Gould. Host: Nathan Beauvais CFP®, CIMA®; Air Date: 1/15/2025; Original Air Date: 8/14/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

When Shakespeare wrote, "What's in a Name?", he clearly wasn't talking about financial accounts, because the way we title our accounts has great bearing over who controls them, the limits of that control, and their tax treatment. Nathan and Steve take us through some scenarios that highlight the importance of being intentional about the types of accounts you open, and how you choose to tile them. Also, on our MoneyTalk Moment in Financial History we tell the story of how the California Gold Rush fueled westward expansion at the turn of the century. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 1/8/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

Henry Ford is credited for his innovative use of the assembly line, his obsession with maximizing efficiency, and spearheading the five day work week, but there's a much darker layer to Ford's legacy highlighted by abuse and neglect for the welfare of his workers. On this edition of our MoneyTalk Moment in Financial History, Nathan and Steve take us through the history of one of the Industrial Revolution's greatest contributors, Henry Ford. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 12/18/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

In this episode, Mike welcomes Olivier Fines, CFA, Head of Advocacy and Capital Markets Policy Research for EMEA at CFA Institute, and Mark Higgins, CFA, author of "Investing in U.S. Financial History." The discussion centers around the findings of a recent CFA Institute Research and Policy Center report titled "The Dollar's Exorbitant Privilege," which Olivier co-authored. Olivier shared insights from the survey report, and Mark provided a historical perspective on reserve currencies and events that have triggered shifts away from dominant currencies in the past. This engaging conversation provides valuable insights into the complexities of US debt, the role of the dollar, and the historical context that shapes our current financial system.

In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of 'Investing in U.S. Financial History.' Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today's economic maze. From the intricate web of national debt to the future of entitlements, the conversation peels back layers of economic complexity that most advisors never explore. Listen in to discover how historical perspective can be your most powerful investment strategy because in the world of finance, those who understand the past are uniquely positioned to conquer the future. The Role of History in Financial Advising With Guest Mark Higgins [Episode 287] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Mark Higgins: Book | LinkedIn | Newsletter | IFA Institutional

The Health Savings Account is what is known as a tax unicorn, combining some of the key tax benefits of both tax deductible and tax deferred accounts, so if your employer offers an HSA as part of your benefits package you should strongly consider it. Donna and Nathan discuss how to use the HSA to its full benefits. Also, on our MoneyTalk Moment in Financial History we discuss one of the earliest and most consequential financial bubbles of all time, The South Sea Bubble. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/11/2024; Original Air Dates: 2/15/2024 & 7/24/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

As time goes on, it's good to look back and see how you've matured. Hopefully, that maturity translates into the ways you manage money. John asks the Smalley's about how they've learned to get better at handling finances in their marriage. Also, Jim Daly speaks with Taylor and Megan Kovar about how they dealt with financial struggles in the early years of their relationship. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILY. Receive the The Five Money Personalities for your donation of any amount! Focus on Marriage Assessment Listen Anytime Game-Changing Marriage and Money Insights Making a Financial Plan Matters to Your Marriage Support This Show! If you've listened to any of our podcasts, please give us your feedback.

As time goes on, it's good to look back and see how you've matured. Hopefully, that maturity translates into the ways you manage money. John asks the Smalley's about how they've learned to get better at handling finances in their marriage. Also, Jim Daly speaks with Taylor and Megan Kovar about how they dealt with financial struggles in the early years of their relationship. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILY. Receive the The Five Money Personalities for your donation of any amount! Focus on Marriage Assessment Listen Anytime Game-Changing Marriage and Money Insights Making a Financial Plan Matters to Your Marriage Support This Show! If you've listened to any of our podcasts, please give us your feedback. To support this ministry financially, visit: https://www.oneplace.com/donate/1196/29

As time goes on, it's good to look back and see how you've matured. Hopefully, that maturity translates into the ways you manage money. John asks the Smalley's about how they've learned to get better at handling finances in their marriage. Also, Jim Daly speaks with Taylor and Megan Kovar about how they dealt with financial struggles in the early years of their relationship. Find us online at focusonthefamily.com/marriagepodcast or call 1-800-A-FAMILY. Receive the The Five Money Personalities for your donation of any amount! Focus on Marriage Assessment Listen Anytime Game-Changing Marriage and Money Insights Making a Financial Plan Matters to Your Marriage Support This Show! If you've listened to any of our podcasts, please give us your feedback. To support this ministry financially, visit: https://www.oneplace.com/donate/1196/29

In episode 185 of the Payne Points of Wealth, we sit down with James “Jim” Grant, the esteemed American writer and publisher behind Grant's Interest Rate Observer. Since 1983, Jim has been providing keen insights into the financial markets through his twice-monthly journal. With several books on finance and history to his name, Jim brings a wealth of knowledge to our discussion.   Join us as we delve into the potential bubbles and euphoria in today's market, explore the rich history of financial markets, and discuss the past and future of interest rates. Discover how these factors might impact your portfolio and gain valuable perspectives from one of the industry's most respected voices.

The great Notorious B.I.G. once said, “Mo money, mo problems”, and while some of us may scoff at this as something only something rich people say, it is true that many of the worlds wealthiest people do not consider themselves happy. Donna and Nathan discuss this and other lessons offered by writer, Ben Carlson, in his blog post, “17 Thoughts About Money”. Also, on our MoneyTalk Moment in Financial History we discuss how the idea of Manifest Destiny transformed America during the California Gold Rush. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 12/4/2024; Original Air Date: 10/18/2023 & 2/15/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

You may have heard the saying, “if it bleeds, it leads”, reflecting the fact that negative news gets far more attention than positive, and this phenomenon rings especially true in the financial markets. Donna and Nathan discuss how our tendency toward pessimistic thinking drives our investing decisions. Also, on our MoneyTalk Moment in Financial History, how the Russian Revolution set the table for the reemergence of totalitarian rule in Russia. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 11/20/2024; Original Air Date: 5/25/2023 & 9/20/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

During periods of global unrest, it is not uncommon to find investors decreasing their risk exposure, but when it comes to your retirement accounts there is an important distinction between moving into cash, and cashing out your portfolio. Steve and Nathan explain the importance of avoiding tax consequential decisions in response to current events. Also, our MoneyTalk Moment in Financial History gets into the history of war time financial markets. Hosts: Steven Beauvais & Nathan Beauvais CFP®, CIMA®; Guest: Daniel Sowa; Air Date: 11/13/2024 (Original Air Date: 11/8/2023). Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

With the government likely under full Republican control, there is high potential for drastic policy changes that could have a meaningful impact on the economy. Nathan and Steve discuss some of the agenda items where the new Trump administration and Congress will likely focus their efforts, and how we can expect financial markets to respond. Also, on our MoneyTalk Moment in Financial History we cover the Panic of 1907 & 1908. Hosts: Nathan Beauvais CFP®, CIMA® & Steven Beauvais; Air Date: 11/6/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

You may think of ETFs and mutual funds as similar products used to accomplish the same goal, but in reality ETFs and mutual funds have less in common than you may think. Donna and Nathan debunk some common myths about ETFs, and explain how they can be used as part of a balanced portfolio. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story of the very first consumer credit card, the BankAmericard. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 10/30/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

My guest today is Dr. Bryan Taylor, President and Chief Economist for Global Financial Data, which provides the most comprehensive, historical economic and financial information.  In today's episode, Bryan walks through what he's learned from studying 200+ years of market concentration in the US. Then we dive into his analysis of financial history over the past eight centuries by breaking the past up into five historical eras. He shares how this can improve our understanding of the returns to stocks, bonds and bills and the equity risk premium in the future. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: Today's episode is sponsored by YCharts. YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Visit YCharts to start your free trial and be sure to mention "Meb" for 20% off your subscription (new clients only). Sponsor: Today's episode is sponsored by The Idea Farm. The Idea Farm gives you access to over $100,000 worth of investing research, the kind usually read by only the world's largest institutions, funds, and money managers. Subscribe for free here. Follow The Idea Farm: Twitter | LinkedIn | Instagram | Tik Tok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this inaugural episode of 'Business of Medicine Fridays' on the Money Meets Medicine podcast, Dr. Jimmy Turner introduces this exciting new segment featuring guest interviews focused on money, mindset, and career longevity. In a compelling interview, Dr. Turner speaks with Dr. Bill Bernstein, a neurologist turned financial advisor, about financial mistakes doctors should avoid, the importance of understanding market history, and practical tips for successful investing. Listen in as Dr. Bernstein shares insights from his extensive research in modern portfolio theory and his perspective on the ethical considerations in the financial industry. Looking to get started with your financial litearcy?  DownloadThe Physician Philosopher's Guide to Personal Finance: https://moneymeetsmedicine.com/freebook If You Can by Bill Bernstein: https://www.etf.com/docs/IfYouCan.pdf Get disability insurance from a source you can trust: https://moneymeetsmedicine.com/disability

Have you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we sit down with Dr. Bryan Taylor, President and Chief Economist at Global Financial Data, to unpack the world's fascinating financial history. Dr. Taylor is known for his extensive work in collecting and analyzing historical financial data that spans several centuries and his valuable knowledge of stock, bond, and commodity market trends, which led to the creation of Global Financial Data. In our conversation, Dr. Taylor shares insights from his extensive research, covering stock and bond returns from as far back as the 1600s. From the impact of the French Revolution on financial markets to the performance of commodities, Dr. Taylor provides a rare view of the long-term trends shaping today's financial decisions. Learn about the value of historical financial data, its importance for investment decision-making, and how long-term trends can provide insights into future market behaviour. We discuss the creation of Global Financial Data's extensive historical financial database, the challenges of gathering centuries-old data, and the long-term performance of stocks versus bonds. Explore the impact of major geopolitical events on financial markets, the importance of studying historical market trends for modern investment decisions, and how his data-driven research has been utilized. Join us as we delve into the world's financial history and its relevance to today's investment landscape with Dr. Bryan Taylor. Tune in now!   Key Points From This Episode:   (0:03:41) Background about Global Financial Data, their data sources, and the challenges of collecting historical data. (0:09:27) What he finds fascinating about historical data, who uses the database, and the role of historical data in financial decision-making. (0:14:49) How stocks have performed relative to bonds throughout the financial records. (0:17:34) Uncover the main historical factors that limit returns and increase risk for investors and the five financial eras. (0:23:18) Explore the trends in stocks and bonds during the five financial eras and the impact of government debt and inflation on returns. (0:29:04) Common characteristics of countries that have had bad long-term market outcomes and the effect of world events on markets. (0:35:11) Learn about the best and worst-performing markets and what makes the US market so resilient. (0:38:36) His outlook for stocks and bonds and how the recent bear market compared to past market upheavals. (0:41:36) Compare past and current interest rates and the return on commodities versus stocks and bonds. (0:46:20) Overcoming the lack of historical data for emerging market returns and what defines an emerging market. (0:52:29) Find out how emerging markets have performed throughout history and how often they make the transition to developed. (0:59:04) Unpack the historical market concentration in the US and his thoughts on the expected returns of the US stock market. (1:03:42) Final takeaways and Dr. Bryan Taylor shares his definition of success.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dr. Bryan Taylor — https://www.linkedin.com/in/bryan-taylor-46a92032/ Global Financial Data — https://globalfinancialdata.com/ Dr. Bryan Taylor on SSRN — https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=4320002   Papers From Today's Episode:    ‘France and the Four Horsemen of the Market' — https://globalfinancialdata.com/france-and-the-four-horsemen-of-the-market ‘The Financial History of Emerging Markets: New Indices' — https://dx.doi.org/10.2139/ssrn.4193062  

In today's episode, Shawn O'Malley (@Shawn_OMalley_) breaks down two of the greatest bear market bottoms in stock market history which left stocks incredibly undervalued, as outlined by Russell Napier's book The Anatomy of the Bear. You'll learn why it's important to study financial history, what bear markets have in common, how the bear market of 1921 differed from 1932, how the financial system has evolved over the last century, which factors really caused the Stock Market Crash of 1929 and the Great Depression, plus so much more! Prefer to watch? Click here to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 01:31 - Why it's important to study financial history 03:53 - What similarities and differences there are between major bear markets 08:51 - Why the Federal Reserve was first founded and how its role evolved 10:22 - What types of stocks led the stock market across the 1910s and 1920s 11:56 - What circumstances led up to the great bottom of 1921 and how you could have identified the bottom 38:44 - Why the economy boomed in the 1920s 47:17 - What sparked the Stock Market Crash of 1929 55:40 - How a stock market selloff turned into an economic depression *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Russell Napier's book, The Anatomy of the Bear. The Library of Mistakes website. Russell Napier's newsletter. Check out the books mentioned in the podcast here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Range Rover Toyota Airbnb Fundrise Found Public Facet NetSuite Connect with Shawn: Twitter | LinkedIn | Email HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast We are live every Tuesday at 1.30pm E / 10.30am P. About Jake Jake's Twitter: https://twitter.com/farnamjake1 Jake's book: The Rebel Allocator https://amzn.to/2sgip3l ABOUT THE PODCAST Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success. SEE LATEST EPISODES https://acquirersmultiple.com/podcast/ SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/ FOLLOW TOBIAS Website: https://acquirersmultiple.com/ Firm: https://acquirersfunds.com/ Twitter: https://twitter.com/Greenbackd LinkedIn: https://www.linkedin.com/in/tobycarlisle Facebook: https://www.facebook.com/tobiascarlisle Instagram: https://www.instagram.com/tobias_carlisle ABOUT TOBIAS CARLISLE Tobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law. Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

Research compiled for a new book reveals five overarching themes such as "Appreciation of the Bi-Polar Peril of Price Instability" and "Recognizing the Long-Wave Cycles of Alternative Asset Classes".(This will be of interest to academics, trustees, institutions, and individual investors.) Today's Stocks & Topics: INQQ - India Internet & Ecommerce ETF, Market Wrap, DD - DuPont de Nemours Inc., EXPE - Expedia Group Inc., Five Key Lessons Taken from the Study of U.S. Financial History, RMD - ResMed Inc., The Beige Book, MELI - MercadoLibre Inc., Stock Valuation, Organization of the Petroleum Exporting Countries (OPEC), MOD - Modine Manufacturing Co., OVV - Ovintiv Inc.Our Sponsors:* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/* Check out eBay Auto: www.ebay.com* Learn more at hackerone.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

On today's episode, Clay discusses various financial crises from the past as discussed in the book This Time is Different by Carmen Reinhart and Kenneth Rogoff. As the saying goes, from a historical perspective, there is nothing new except what is forgotten. Today's episode will help shed light on where our world might be heading in light of studying history. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 06:48 - The primary types of financial crises. 08:13 - When the debt levels of a country reach an unsustainable level. 27:00 - An overview of currency debasements and currency devaluations 27:24 - How countries tend to handle unsustainable debt levels 30:36 - An overview of the Great Financial Crisis. 47:32 - How the interests of governments and currency holders are at odds with each other. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Books mentioned: This Time is Different, Broken Money, The Price of Tomorrow Episode Mentioned: TIP587: Stock Market Crises & Bubbles w/ Brendan Hughes | YouTube Video. Related Episode: TIP574: Broken Money w/ Lyn Alden | YouTube Video. Follow Clay on Twitter.  Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota CI Financial Meyka Fundrise Yahoo! Finance Long Angle iFlex Stretch Studios Public American Express Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm