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How Higher Interest Rates Alter Our Financial Blueprint

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Manage episode 378783224 series 2137790
内容由Money For the Rest of Us and J. David Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Money For the Rest of Us and J. David Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.

Topics covered include:

  • Where current interest rates stand
  • Central banker predictions for how long cash yields will stay this high
  • Why housing is the least affordable since the early 1980s
  • Why new apartment building construction has collapsed
  • What has been the excess return for stocks, bonds, and other asset classes when interest rates are higher and lower
  • Why there will be fewer stock buybacks and how that can impact earnings per share
  • Which alternative investments do better when short-term interest rates are higher
  • Why financial opportunity costs have increased and how that should impact our investment and other financial decisions.

Sponsors

Madison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo Code

NetSuite – Get your free KPI checklists

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.

Show Notes

Summary of Economic Projections—The Federal Reserve

The Apartment Market Is Hitting a Construction Lull by Will Parker—The Wall Street Journal

30-Year Fixed Rate Mortgage Average in the United States—FRED Economic Data

Americans Are Still Spending Like There’s No Tomorrow by Rachel Wolfe—The Wall Street Journal

Honey, the Fed Shrunk the Equity Premium by Portfolio Solutions Group—AQR

Companies ease off on share buybacks as rising interest rates push up costs by Nicholas Megaw—The Financial Times

Related Episodes

384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?

435: Is It Better to Rent or Buy a House?

448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

493集单集

Artwork
icon分享
 
Manage episode 378783224 series 2137790
内容由Money For the Rest of Us and J. David Stein提供。所有播客内容(包括剧集、图形和播客描述)均由 Money For the Rest of Us and J. David Stein 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

We explore six impacts of higher interest rates on housing, capital projects, stock buybacks, excess returns for stocks, bonds, and other asset classes, and individual opportunity costs.

Topics covered include:

  • Where current interest rates stand
  • Central banker predictions for how long cash yields will stay this high
  • Why housing is the least affordable since the early 1980s
  • Why new apartment building construction has collapsed
  • What has been the excess return for stocks, bonds, and other asset classes when interest rates are higher and lower
  • Why there will be fewer stock buybacks and how that can impact earnings per share
  • Which alternative investments do better when short-term interest rates are higher
  • Why financial opportunity costs have increased and how that should impact our investment and other financial decisions.

Sponsors

Madison Trust Self-Directed IRA - Go Here to Learn More and Get Your $100 Off Promo Code

NetSuite – Get your free KPI checklists

Insiders Guide Email Newsletter

Get our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletter.

Show Notes

Summary of Economic Projections—The Federal Reserve

The Apartment Market Is Hitting a Construction Lull by Will Parker—The Wall Street Journal

30-Year Fixed Rate Mortgage Average in the United States—FRED Economic Data

Americans Are Still Spending Like There’s No Tomorrow by Rachel Wolfe—The Wall Street Journal

Honey, the Fed Shrunk the Equity Premium by Portfolio Solutions Group—AQR

Companies ease off on share buybacks as rising interest rates push up costs by Nicholas Megaw—The Financial Times

Related Episodes

384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?

435: Is It Better to Rent or Buy a House?

448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

  continue reading

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