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Ergodicity Podcast Notes

Random Roger's Retirement Planning

This post is just some notes of what they said and maybe a little color from me. He noted that everyone wants ETFs but there are limits on what can be done in ETFs. These guys have interesting things to say without being so far ahead me that I can't understand or argue the other side of what they are talking about. Line item risk.

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Note Valuations to the Fore in 2024?

Wealth Management

Shift in interest rates provides impetus to discounting promissory notes.

Valuation 101
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The Questions to Answer for Structured Notes

Advisor Perspectives

Understanding what structured notes are, how they are used, and what types of investors might consider them is key to determining if they are a good investment for an individual’s situation.

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Structured Notes Are Financial Fairy Tales

Alpha Architect

Structured Notes Are Financial Fairy Tales was originally published at Alpha Architect. Wall Street’s product machine is continuously pumping out fairy tales; structured products should be avoided. Please read the Alpha Architect disclosures at your convenience.

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Note From the Editor: June 2024

Wealth Management

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

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FOMC Minutes: "Most participants noted the risks of moving too quickly to ease the stance of policy"

Calculated Risk

In particular, they saw upside risks to inflation as having diminished but noted that inflation was still above the Committee's longer-run goal. Some participants noted the risk that progress toward price stability could stall, particularly if aggregate demand strengthened or supply-side healing slowed more than expected.

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Luma, SpiderRock to Provide Advisors Access to Replicated Structured Notes

Wealth Management

The partnership between the alternative investment platform and the asset management firm aims to give advisors access to structure note strategies via SMAs.

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