How to Survive a Bear Market
Money For the Rest of Us
J. David Stein
4.5 • 1.4K Ratings
🗓️ 22 June 2022
⏱️ 32 minutes
🧾️ Download transcript
Summary
Three things investors can do to survive this bear market and thrive in its aftermath.
Topics discussed include:
- What are bear markets, how often do they occur, and how long do they last
- How the current bear market differs from previous ones
- How severe have losses been for various asset classes
- How have asset class long-term expected returns changed since last November when the sell-off began
- What actions can investors take to make it through this bear market and take advantage of opportunities
For more information on this episode click here.
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Show Notes
US Leading Indicators, Updated: Friday, June 17, 2022—The Conference Board
Investment Mentioned In this Episode
The Vanguard Total World Stock Market ETF (VT)
ARK Innovation ETF (ARKK)
iShares Edge MSCI Intl Value Factor ETF (IVLU)
Vanguard Total Bond Market ETF (BND)
iShares 20+ Year Treasury Bond ETF (TLT)
Related Episodes
306: Three Approaches to Asset Allocation
326: The New Math of Retirement Spending and Investing
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Transcript
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| 0:00.0 | Walk on a money for the rest of us. This is a personal financial on money. How it |
| 0:05.1 | works, how to invest it, and how to live without worrying about it. I'm your host |
| 0:09.4 | David Stein, today's episode 391. It's titled How to Survive a Bear Market. A |
| 0:15.7 | Bear Market is a stock market decline greater than 20%. The Vanguard Total World |
| 0:23.3 | Stock Market ETF, VT, has returned negative 21% year to date. The S&P 500 index, |
| 0:30.9 | a measure of US stocks, has returned negative 22% year to date. This is the eighth |
| 0:37.3 | bear market for global stocks since 1987. They occur about every three years on |
| 0:42.9 | average, although our previous one was only two years ago back in 2020. Bear |
| 0:49.1 | markets have lasted about one year on average, with an average decline of 30% as |
| 0:55.0 | measured by the Dow Jones Industrial Average going back to 1901. I have lived as |
| 1:01.2 | a professional investor and then subsequently, I guess, as a professional |
| 1:05.6 | podcaster through five bear markets. The first that I remember as an |
| 1:11.8 | investment advisor was the 2000 to 2002 bear market. This was the internet |
| 1:17.6 | stock market bubble and crash and growth stocks sold off significantly also. But |
| 1:24.6 | I remember this bear market because value stocks held up much better and most |
| 1:30.6 | of our clients by then had rebalanced at least back to value if not had a |
| 1:36.0 | value tilt. Other asset classes like equity REITs did well during that bear |
| 1:41.8 | market and we survived. The 2007 to early 2009 bear market was much much worse. |
| 1:48.9 | Everything sold off both growth and value. We saw 60% declines for stocks. It |
| 1:55.6 | felt awful. Most of my personal wealth at that time at least my publicly traded |
| 2:01.3 | portfolio was in cash. That's not something I do anymore. But at the time it was |
| 2:07.6 | easier to do because I had less wealth and I had seen the debt bubble, the |
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