What if the cost of capital never rises again? (Josh with Ben)

<p>Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks at this issue through the prism of a decade's worth of massive outperformance for growth stocks vs value stocks.</p><br /><p>Ben Carlson (A Wealth Of Common Sense) brings up some interesting points about what this would mean for savers and investors and portfolio construction in general.</p><br /><p>You can read the post, When Everything That Counts Can't Be Counted here:</p><p><a href="https://thereformedbroker.com/2019/06/13/when-everything-that-counts-cant-be-counted/" target="_blank">https://thereformedbroker.com/2019/06/13/when-everything-that-counts-cant-be-counted/</a></p><br /><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a></p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</a></p><br /><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy</a> for more information.</p>