Uncommon Cents: Recent Episodes
Lovejot and Gurpal
Uncommon cents features in-depth discussion around everything related to money, including economics, geopolitics, various investment strategies, and much more! Lovejot and Gurpal take a contrarian perspective to make sure you stay ahead of the curve when it comes to investing in the 21st century!
The buzz this week surrounded the high-stakes visit to Taiwan by U.S. House Speaker Nancy Pelosi. We discuss both the short-term and long-term implications of Pelosi’s visit along with what a potential showdown between Taiwan and China might look like and whether the US will come to Taiwan's aid. Then we discuss the semiconductor industry and end the episode with a preview of the defense industry, to be discussed in detail next episode.
Capping off a strong July after the dismal first half of the year, we talk about a potential tech revival as we review earnings from popular tech stocks including the FAANGs. We also discuss whether a recession has begun and haggle over whether the Fed appeared "dovish" or "hawkish" during Wednesday's meeting, plus a whole lot more!
We talk about structural characteristics that give companies a competitive advantage over their competition and make them irreplaceable and how you can look for such companies to invest in. We also go over what moved the markets this week including earning reports, whether inflation peaked, commodities price declines, and a whole lot more!
We talk about the Elon Musk/Twitter saga, Europe’s energy shortage, deglobalization, the recent CPI print of 9.1% (four-decade high), and whether the fed can reign in inflation with their rate hikes. This week’s book review is "The End of the World is Just the Beginning" by Peter Zeihan, and ties in nicely to all the themes we discussed in this episode and will be following for episodes to come.
We talk about the new investing landscape (high inflation, low growth, deglobalization, shift from high growth to value) and what the next decade looks like for the stock market. We discuss our portfolio allocations and how you can take advantage of the uncertainty by investing in the right asset classes. This week’s book review covers one of Gurpal’s personal favourites, Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green.
- Ray Dalio All Weather Portfolio
- https://www.optimizedportfolio.com/all-weather-portfolio/
- Link to Lyn Alden’s website
- https://www.lynalden.com/about-lyn-alden/
- Book Review - Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life by William Green
- Disinflation Begins - Noahopinion
- Disinflation begins - by Noah Smith - Noahpinion (substack.com)
- Mark Zuckerberg issues dire economic warning to Meta employees
- Mark Zuckerberg issues dire economic warning to Meta employees - MarketWatch
- So, Recession - Macro Compass
- So, Recession? - by Alfonso Peccatiello (Alf) (substack.com)