Listen "Returns Over the Next 10 Years"
Episode Synopsis
This week's blogpost - https://bahnsen.co/4f8lpS0
Predicting the Next Decade's Market Returns: An In-Depth Analysis
In this episode of the Thoughts on Money (TOM) podcast, host Trevor Cummings, along with Blaine and Sean, delve into the topic of future market returns, discussing insights from a recent Goldman Sachs research paper predicting stock market returns of around 3% annually over the next 10 years. The discussion covers the implications of high valuations, potential economic catalysts, and diverging opinions within the finance community. The hosts also explore the importance of diversification and dividends as key strategies for navigating uncertain market conditions. Through an engaging conversation, they provide listeners with actionable advice on how to build a resilient investment portfolio.
00:00 Introduction to the Podcast
00:51 Goldman Sachs' Provocative Prediction
02:43 Debating the Future of Market Returns
04:32 Understanding Valuations and Catalysts
08:27 The Role of Dividends and Diversification
12:31 Value Investing Insights
17:28 Inflation and Real Returns
22:44 Concluding Thoughts and Advice
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com
Predicting the Next Decade's Market Returns: An In-Depth Analysis
In this episode of the Thoughts on Money (TOM) podcast, host Trevor Cummings, along with Blaine and Sean, delve into the topic of future market returns, discussing insights from a recent Goldman Sachs research paper predicting stock market returns of around 3% annually over the next 10 years. The discussion covers the implications of high valuations, potential economic catalysts, and diverging opinions within the finance community. The hosts also explore the importance of diversification and dividends as key strategies for navigating uncertain market conditions. Through an engaging conversation, they provide listeners with actionable advice on how to build a resilient investment portfolio.
00:00 Introduction to the Podcast
00:51 Goldman Sachs' Provocative Prediction
02:43 Debating the Future of Market Returns
04:32 Understanding Valuations and Catalysts
08:27 The Role of Dividends and Diversification
12:31 Value Investing Insights
17:28 Inflation and Real Returns
22:44 Concluding Thoughts and Advice
Links mentioned in this episode:
http://thoughtsonmoney.com
http://thebahnsengroup.com
More episodes of the podcast Thoughts On Money [TOM]
You Need to Be Bored
19/12/2025
An Overview on Credit Scores
05/12/2025
Kyle Busch v. Pacific Life
21/11/2025
Long-Term Care...Get It, or Forget It?
14/11/2025
Be a Tell-Me-More Investor
24/10/2025
Three Unrelated Pieces of Advice
17/10/2025
The Mirror We Don’t Like to Look In
10/10/2025
Abnormal Returns
03/10/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.