Charter Trust - Global Market Update show

Charter Trust - Global Market Update

Summary: Douglas Tengdin, CFA Chief Investment Officer of Charter Trust Company provides daily commentary on global markets and other economic topics. Drawing on 20 years of investment experience, Mr. Tengdin tackles timely trends in a direct and forthright manner.

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  • Artist: Douglas Tengdin, CFA
  • Copyright: Money Basics Radio / Charter Trust Company

Podcasts:

 Balancing Act | File Type: audio/mpeg | Duration: 1:01

How often should we rebalance our portfolios? Photo: Alberto 1412. Source: Wikimedia Many people have balanced portfolios. And it’s a good idea to divide our assets between stocks, bonds, real estate, and cash. You never know what’s coming up next. But when one asset grows or shrinks a lot compared with the others, our portfolios can begin to look out of balance. When should we even things up? Rebalancing a portfolio is generally a good move. It […]

 Time to Wake Up? | File Type: audio/mpeg | Duration: 1:00

When does your alarm go off? Illustration: Sun Ladder. Source: Wikipedia Henry David Thoreau once wrote, “The mass of men lead lives of quiet desperation.” Today, he might say, “Most people are asleep.” In the early 19th century folks had to fight just stay alive: to feed, clothe, and keep themselves and warm and dry. Today, life isn’t so grim. We don’t struggle with starvation any more. Indeed, most of our diseases are ones of overabundance, not […]

 STEMing Our Jobs | File Type: audio/mpeg | Duration: 1:00

Do we need more STEM students? Lunar Landing Research Vehicle in flight. Source: NASA That’s what a lot of people think. And as a science major myself, the husband of a science major, and the father of four science majors (so far), I certainly believe in the utility and importance of studying science in college. It helps students develop many important skills. But some proposals to provide special encouragement for kids to study science seem misguided, like […]

 The Power of the Edge | File Type: audio/mpeg | Duration: 1:01

Borders are important. Mobius strip. Photo: David Benbennick. Source: Wikipedia I live in a border town. Hanover, New Hampshire lies directly across the Connecticut River from Vermont. Up and down the river, there’s a lot more development on the New Hampshire side of the Connecticut than on the Vermont side. This didn’t used to be the case. 150 years ago, villages on one side of the border were just as big as the other side. And Vermont […]

 Shakespeare and Tax Reform | File Type: audio/mpeg | Duration: 1:02

What we call things is important. Photo: Victor Hanacek. Source: Picjumbo How items are defined can have real-world implications on how they’re treated. Consider the latest changes in the tax code. Individuals can now only deduct up to $10,000 of the State and local taxes they pay. So high-income people in high-tax states like New York, California, and Vermont could end up paying more on their Federal income taxes than they would if they lived in a […]

 The Beauty of Simplicity | File Type: audio/mpeg | Duration: 1:01

Simple rules beat complex algorithms. “Sunrise Over the Eastern Sea” by Fujishima Takeji. Source: Google Cultural Institute There’s something deeply relaxing about great art. It draws us into the artist’s vision, and communicates a world view without tying us up in endless speculations. The greatest works of art seem to accomplish this effortlessly: the Mona Lisa’s inscrutable smile; the Sistine Chapel’s celebration of the classical beauty of our human frame; Monet’s lilies in their reflecting pool. They […]

 Efficient Market Thinking | File Type: audio/mpeg | Duration: 1:01

Are markets efficient? Photo: Ralf Roletschek. Source: Wikimedia Commons. CC-BY-SA 3.0 When I was studying finance, one of the most hotly debated notions was the Efficient Market Hypothesis. It’s like salsa: in comes in mild, medium, and strong forms, and everyone has an opinion – they like it, they hate it, they base multi-billion dollar businesses on it. At its heart, the Efficient Market Hypothesis says that markets incorporate information into their pricing mechanism. It’s hard to […]

 Mercantilist Mistakes | File Type: audio/mpeg | Duration: 1:02

What is mercantilism? Spanis seaport by Claude Lorrain. Source: Wikimedia Mercantilism is a national economic policy designed to maximize the accumulation of currency reserves through trade. It promotes government regulation of an economy to augment a nation’s economic power at the expense of rival national powers. When politicians complain about a nation’s trade balance, they’re looking at the world with mercantilist glasses. Mercantilism becomes more popular when a country suffers from repeated shortages. If a country doesn’t […]

 Winner and (Lesser) Winners | File Type: audio/mpeg | Duration: 1:01

What is the corporate impact of tax reform? Public Domain. Source: Wikimedia The new tax law is on the books, and most people will be looking at their paychecks to see how the new rates will affect them personally. But the biggest impact of the law will be on corporate taxes. After all, going into 2017 there was a broad consensus that our highest-in-the-world corporate tax rates needed to be reformed, with a lower statutory rate and […]

 Juggling AIoT | File Type: audio/mpeg | Duration: 1:00

What is Artificial Intelligence of Things? Photo: Xavier Caré. Source: Wikimedia Commons. CC-BY-SA 4.0 We know what artificial intelligence is. That’s when computer algorithms can beat us at checkers or chess, or help manage freight train traffic through Chicago. And people understand the internet of things, where a smart-thermostat talks to a motion sensor at home and turns down a room’s heat if there’s nobody in there. But what is the AI of things? There are lots […]

 Getting Savings Right | File Type: audio/mpeg | Duration: 1:01

Why is it so hard to save? Photo: GeorgHH. Source: Wikipedia We often hear that there is a retirement crisis in this country. People aren’t saving enough today to fund their retirements tomorrow. Our national savings has declined from 10% in the 1980s to around 2.5% now. And if you save 2.5% of your salary for 40 years and put it in the bank, by the time you retire you’ll have set aside an amount equal to […]

 Nation Building, Nation Busting | File Type: audio/mpeg | Duration: 1:01

Why do some nations prosper, while other languish? North and South Korea from space. Source: NASA A common way for medical researchers to differentiate between genetic and environmental factors is to study identical twins. Identical twins share the same genes, so the effects of different factors can be evaluated. For example, scientists examined 79 pairs of adult identical twins where one twin had smoked at least five years longer than the other. They found that the smokers […]

 She Sells Sushi Made by What? | File Type: audio/mpeg | Duration: 1:02

Are sushi robots coming? Photo: Alpha Lau. Source: Wikipedia Sushi is everywhere: in sushi restaurants, in grocery stores, even in gas stations. And it’s easy to see why. The bite-sized rice-and-fish combinations are convenient and savory. By virtue of the rice, vinegar, and soy sauce used in it, sushi is rich in the “umani” taste, one of the five major taste sensations. Sushi is low in fat and high in protein. It can be made with vegetables […]

 Making the Grade | File Type: audio/mpeg | Duration: 1:00

Can investors learn something from test-taking strategies? Public Domain. Source: US Navy It may be close to the end of the year, but it’s also college application season. A lot of high-school seniors are filling out the Common App, writing and re-writing essays, and anxiously awaiting their latest test scores. And there’s a test-taking technique that kids use to improve how they do on standardized tests that can help investors. It’s called elimination. When they come to […]

 China Futures | File Type: audio/mpeg | Duration: 1:01

What’s happening in China? Pudong Skyline. Photo: Pjt56. Source: Wikipedia China is the second largest single economy in the world and over half the size of the US economy. It’s home to some of the largest – and fastest growing – tech companies: Tencent, Alibaba, Baidu, and others. And of course, over 1.4 billion people live there, the most populous nation on the planet. They import and export over $3.7 trillion of products every year. China’s growth […]

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