After our detailed examination of the basics of investment strategy, we are now delving into some common case studies that you may encounter on your investing journey. Our studies take us through the looming recession and why it should not be a major concern for investors, the economic activity of America’s response to a recession, and deciding on how much, with whom, and when you should invest your money. We also critically assess what you need to be aware of before seeking a lower-cost investment model, how to save while making donations, value versus growth, and what Ben and Mark have to say about a particular hot investment idea. 

 

Key Points From This Episode:

(0:00:49) Why the looming recession has many people worried about investing. 

(0:01:45) How a recession affects market prices, and why this isn’t a major concern.  

(0:02:58) America’s economic behaviours in and around a recession. 

(0:07:13)Talking through a rationally optimal approach and an emotionally optimal approach. 

(0:09:08) Whether to invest it all at once or gradually enter the market. 

(0:11:05) Everything you need to consider if you’re looking for a lower-cost model. 

(0:23:28) Capital gains and other tax implications to note when altering a retirement portfolio. 

(0:28:52) A quick look at a smarter way of making charitable donations. 

(0:30:06) Debunking the hot investment idea. 

(0:34:09) Value versus growth. 

 

Links From Today’s Episode:

https://moneyscope.ca/2024/02/02/ep-6-case-conference-this-investment-is-hot-or-not/

Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ 

Benjamin on X — https://twitter.com/benjaminwfelix

Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/

PWL Capital — https://www.pwlcapital.com/ 

Dr. Mark Soth (The Loonie Doctor) — https://www.looniedoctor.ca/

Dr. Mark on X — https://twitter.com/LoonieDoctor