Investing in a Destabilized World

Phase Change Media
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We're seeing a world where major systems — climate, information, the post-World War II international order — are becoming destabilized, in ways that have real consequences for how we should think about investing. On the show, co-hosts Keith and Ethan navigate this challenging landscape as they make real-time decisions about how to invest.

  1. 10 lug

    Is the Humble Index Fund Still the Best Option?

    They've been better than virtually all managed funds for decades -- has the index fund's moment passed, or are they still the best option for most investors?

  2. 24 giu

    Keith's Cash-Heavy Defensive Portfolio

    Keith talks about the logic of constructing his cash-heavy defensive portfolio, how it is designed around his life goals, and the tradeoffs versus traditional investing advice.

  3. 14 giu

    The SpaceX IPO

    What does the SpaceX IPO mean, considering the many ways in which market norms, regulations, and corporate governance standards are being violated?

  4. 28 mag

    The New York Times: Part of Ethan's High Conviction Portfolio

    We're now tracking four portfolios as we invest in a destabilized world. Today, Ethan presents the case for one of his high-conviction stocks -- the New York Times -- while Keith plays the role of the skeptical doubter.

  5. 13 mag

    The Market is Confusing -- and a Name Change!

    Keith and Ethan tackle an investing landscape that is as confusing and ever. Plus two announcements: Different This Time? is becoming Investing in a Destabilized World, and we're adding an exciting addition to our format for episodes going forward.

  6. 11 mar

    Iran & Investing

    Keith and Ethan discuss the investing dynamics of war: oil prices, defense contractors, and the larger global economic picture.

  7. 17 gen

    Buying a Home in the Climate Change Era

    Keith interviews Ethan about the ways climate impacts will transform the housing market, especially the bifurcation of home values based on climate vulnerability. They also discuss how to assess the resilience of a prospective home and Ethan's path to his new career as a real estate agent helping clients evaluate and buy climate resilient homes (https://climateresilienthomes.com/).  Related Articles by Ethan: The Climate Repricing of Housing has Begun A Dozen Dangers: The 12 climate risks that threaten our homes How to buy a home that will hold its value Climate change and housing bubbles

  8. 30/12/2025

    Get ready for robot cars

    Recent developments at Waymo have Keith and Ethan convinced that autonomous vehicles are about to start scaling worldwide. Where is this tech going, why is it shockingly under-reported compared to to AI LLMs, and is it possible to invest in this emerging tech?

Elenco completo (28)

Descrizione

We're seeing a world where major systems — climate, information, the post-World War II international order — are becoming destabilized, in ways that have real consequences for how we should think about investing. On the show, co-hosts Keith and Ethan navigate this challenging landscape as they make real-time decisions about how to invest.

Informazioni

  • Creatore
    Phase Change Media
  • Anni di attività
    2025 - 2026
  • Puntate
    28
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © Phase Change Media
  • Sito web del podcast
    Investing in a Destabilized World

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