Many Happy Returns
Episodes
Stablecoin collapse: The horse has bolted
18 May 2022
Contributed by Lukas
Stablecoins are a core part of the financial plumbing when it comes to cryptocurrency and digital assets. They promise that if you put a dollar in, yo...
Stock Market Myths
11 May 2022
Contributed by Lukas
Myth-busting popular sayings, cliches and folk wisdom about the stock market and investing. We discuss "sell in May and go away", dividend investing, ...
Warren Buffett: Is the magic back?
04 May 2022
Contributed by Lukas
The Berkshire Hathaway annual meeting is often referred to as the Woodstock of Capitalism, where legendary investors Warren Buffett and Charlie Munger...
Should you hedge your investments against inflation?
27 Apr 2022
Contributed by Lukas
Many different assets are touted as potential inflation hedges but which ones actually work? People often make the case for inflation-linked bonds, go...
Emerging Markets: Is it time to invest?
20 Apr 2022
Contributed by Lukas
Emerging Markets promised investors better returns and broader diversification. But growth has stalled in recent years, with heightened volatility and...
Could house prices crash?
13 Apr 2022
Contributed by Lukas
House prices in the UK are up by 10% year on year, with similar rises in much of the western world. What has caused this runaway growth in prices? And...
How much is enough?
06 Apr 2022
Contributed by Lukas
How much money do you need to invest to live the life you want? How much can you safely withdraw from a portfolio each year? And how do you ensure you...
Meme Reversion
30 Mar 2022
Contributed by Lukas
Meme stocks are on the rise again, with GameStop and AMC leading the charge again over the past week. We look back at the crazy month of January 2021 ...
In the Toilet: Macroeconomic indicators
23 Mar 2022
Contributed by Lukas
Which macroeconomic indicators should we look at to understand where markets are heading? How important are labour market indicators such as nonfarm p...
Bear in Mind: Cognitive bias in investing
16 Mar 2022
Contributed by Lukas
Cognitive biases can impair investment decisions and cause us to make costly mistakes. We discuss the different biases, how to mitigate their impact, ...
Russian for the Exits
09 Mar 2022
Contributed by Lukas
How will sanctions on Russia affect markets? Western governments have imposed unprecedented economic sanctions on Russia for its invasion of Ukraine. ...
Satellite Navigation: Portfolio part 2
02 Mar 2022
Contributed by Lukas
Should you add satellite investments to your core investment portfolio? To prevent meddling with the core investment portfolio, many investors set asi...
Core Strength: Portfolio part 1
23 Feb 2022
Contributed by Lukas
A popular approach to investing is to construct a core portfolio of long-term investments. But what investments should go into this core? We consider ...
It's not ESG being green
16 Feb 2022
Contributed by Lukas
Can ESG funds save the planet while delivering strong investment returns? ESG funds claim to be able to keep the environment - and your conscience - c...
Tech Shares on the Titanic
09 Feb 2022
Contributed by Lukas
Big Tech companies have had a wild earnings season. Meta - the parent company of Facebook - suffered the largest-ever one-day loss in market value for...
Factor Fiction?
02 Feb 2022
Contributed by Lukas
Ramin and Michael look at whether investing in factors such as value, momentum or quality can boost returns. Which stocks do these funds buy? What are...
Bubble or Nothing?
26 Jan 2022
Contributed by Lukas
Are we in an asset bubble? Stocks, property and many other investments look expensive at the moment. Ramin guides us through different ways of looking...
Buffeted by Inflation
19 Jan 2022
Contributed by Lukas
In the first ever episode of Many Happy Returns, Ramin and Michael discuss the current surge in inflation. How bad is it? How long will it last? And h...