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Episode Description
Our guest on the podcast today is Brett Arends. Brett has been a columnist for MarketWatch, The Wall Street Journal, and other Dow Jones publications since 2007. His regular column for MarketWatch is called ROI, and he has also written for SmartMoney, TheStreet.com, and the Boston Herald. In addition, Brett has written several books including Storm-Proof Your Money: Weather Any Economy, Rebuild Your Portfolio, Protect Your Future. Brett took a double first in history at Cambridge University and did postgraduate research at Oxford University. He’s also a chartered financial consultant.
Episode Highlights00:00:00 Financial Journalism Origins and Early Stock-Picking Lessons
00:11:12 Comparing the AI Boom to Dot-Com Bubble
00:21:53 Diversification, Index Funds, and AI Bubble Risk
00:26:25 Why Private Securities Are a Bad Deal
00:33:09 Why TIPS Are Attractive Under Rising Inflation
00:38:10 Generating Retirement Income and Immediate Annuities
00:45:35 Social Security and Policy Risks
More From MorningstarGQG: Why We Are Still in an AI Stock Market Bubble
Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
How to Use TIPS in Your Portfolio
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