Should investors fear the escalating trade war between the world’s two biggest economies? US President Joe Biden recently announced a slew of new tariffs on Chinese imports, including a massive 100% charge on electric vehicles. What comes next? And in today's Dumb Question of the Week: Is China uninvestable?

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Thank you to Trading 212 for sponsoring this episode.

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This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

The evidence suggests that certain types of stock tend to beat the market in the long run. Patient investors can reap higher returns by tilting towards stocks that are cheap, high-quality or rising in price.

But how easy is it to identify undervalued companies? And what risks are involved in building a DIY portfolio?

This week we speak to Ed Croft, the co-founder of Stockopedia, about multi-factor investing and a quantitative approach to stock selection.

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

As interest rates have risen, more and more people are interested in buying bonds. Individual government bonds can be a useful tool to lock in a high rate. But do individual bonds really make more sense than bond funds?

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1️⃣ Open a Freetrade account via Freetrade.io/pensioncraft

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Thanks to Freetrade for sponsoring this episode.

Capital at risk. The probability is weighted, so more expensive shares will be rarer. T&Cs apply.

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Designing a retirement portfolio is one of the thorniest problems in investing. The mix of assets you choose dramatically affects how much you can safely spend during retirement. Withdraw too much from your pot, and you risk running out of money.

We’re joined by the creator of Portfolio Charts to examine optimal asset allocation. Tyler has modelled retirement scenarios around the world, identifying portfolios that help you sleep well at night and make the most of your money.

Selected links

• Global Withdrawal Rates – Portfolio Charts
• What Global Withdrawal Rates Teach Us About Ideal Retirement Portfolios

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

With valuations stretched, American stocks need to deliver the goods this earnings season. Companies must grow their profits and defend their margins or risk the end of the S&P 500 bull market. And in today’s Dumb Question of the Week: What is a ‘blackout period’?

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Thanks to Freetrade for sponsoring this episode.

Capital at risk. The probability is weighted, so more expensive shares will be rarer. T&Cs apply.

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This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

Many investors favour stocks that pay a high dividend, opting to live off the cash they generate. Even stingy US tech companies have started to pay dividends. But does a strategy focussed on income make sense? And in today’s Dumb Question of the Week: What is ‘Shareholder Yield’?

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Ready to claim your FREE share?

1️⃣ Open a Freetrade account via Freetrade.io/pensioncraft

2️⃣ Fund your account with at least £50

3️⃣ Freetrade will drop the free share into your account within 7-10 days!

Thanks to Freetrade for sponsoring this episode.

Capital at risk. The probability is weighted, so more expensive shares will be rarer. T&Cs apply.

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

A stock market crash early in retirement can leave you struggling to live off your investments. We discuss de-risking our portfolios and how to manage ‘sequence of returns’ risk. And in today’s Dumb Question of the Week: Is a stock market crash good for long-term returns?

Thanks to Freetrade for sponsoring this episode.

Sign up at Freetrade.io/pensioncraft to get a free share worth between £10 and £100.

When you invest, your capital is at risk. The probability is weighted, so more expensive shares will be rarer. T&Cs apply.

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🎧 many-happy-returns.captivate.fm

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns

The Bank of England has been criticised for its failure to foresee high inflation. A damning new report takes aim at the central bank’s forecasting process and urges a major overhaul. And in today’s Dumb Question of the Week: What is 'quantitative tightening'?

Thanks to Freetrade for sponsoring this episode.

Sign up at Freetrade.io/pensioncraft to get a free share worth between £10 and £100.

When you invest, your capital is at risk. The probability is weighted, so more expensive shares will be rarer. T&Cs apply.

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Get in touch

📧 mhr@pensioncraft.com

🎧 many-happy-returns.captivate.fm

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Join PensionCraft

🌐 Become a member at pensioncraft.com

▶️ Subscribe on YouTube

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Disclaimer

This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.

Copyright 2023 Many Happy Returns