Podcast Episodes - Stories of Investment Loss to Keep You Winning!

Ep670: Bogumil Baranowski – Be Careful With Businesses in Secular Decline

By Andrew Stotz | 04/10/2023 |

Bogumil Baranowski is a founding partner of Sicart Associates, LLC, a New York City investment firm. He has almost two decades of investment experience.

ISMS 17: Larry Swedroe – Do You Project Recent Trends Indefinitely Into the Future?

By Andrew Stotz | 04/07/2023 |

In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss a chapter of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this second episode of the series, they talk about mistake number two: Do you project recent trends indefinitely into the future?

ISMS 16: Top 5 EM Country Interest Rates – Normal China Yield Curve

By Andrew Stotz | 04/06/2023 |

Emerging Countries – China and Russia with stable rates, LT rates up only slightly, yield curve inversion less severe except Russia.

ISMS 15: Top 5 DM Country Interest Rates – Steep US Inversion

By Andrew Stotz | 04/06/2023 |

Developed Countries – Vast DM Country increases in ST and LT rates, Japan stays an outlier, US looks worst based on yield curve inversion.

ISMS 14: Regional Interest Rates – Low in Asia, Egypt and Frontiers on Fire

By Andrew Stotz | 04/06/2023 |

Developed Market Regions – ST rates about to peak, LT rates are falling, inverted yield curve in DM Americas and Europe widened. Emerging Market Regions – Massive ST rate hikes in ME&A and Frontier, LT rates more stable, no yield curve inversion in Asia.