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This Time Is Different
Malcolm Ethridge and Ricky Mulvey
Matt Argersinger: The AI Trade Is Musical Chairs
AUG 25, 202651 MIN
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Description
Future US stock returns may not follow its historical success. Former Motley Fool senior analyst Matt Argersinger sits in for Malcolm this week. Ricky and Matt discuss:
- 30-year Treasury yields near two-decade highs, and what that means for income investors who remember 2% bonds.- A real estate investment trust that Matt thinks is a great value.
- The case for playing defense on the AI trade.
- Ricky’s reporting on debanking.- Mercado Libre, gold, and covered-call ETFs.
- When it actually makes sense to pay for active management, versus indexing.
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Host: Ricky Mulvey
Guest: Matt Argersinger
Engineer: Tim Sparks
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