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The Stacking Benjamins Show

Our End of Summer Economic & Portfolio Guide: The STACK Live Event (featuring Dr. Apollo Lupescu)

The Stacking Benjamins Show

Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP

Education, Business, Money, Investing, Financial Planning, Cfp, Personal Finance, Retirement

4.42K Ratings

🗓️ 27 August 2021

⏱️ 72 minutes

🧾️ Download transcript

Summary

How's your portfolio performing? Are your funds not performing as you'd hoped? Today we'll help you figure out how recent economic conditions, investing trends, and different asset classes affect your success!

A few weeks ago, we held an awesome live Stack event on YouTube with Dr. Apollo Lupescu from Dimensional Funds where he dove into inflation, current market trends, and the overall economy. He also answered some listener's questions live! Today, you'll hear that discussion in it's entirety. After Dr. Lupescu, we finished out the event with OG answering additional financial questions from viewers. It was a great event so we are replaying it for you today for those who missed it.

If you weren't notified of the Stack event ahead of time and would like to be included for our fall event, sign up for our free guide to the show here. In addition to exciting news and updates for upcoming events like the Stack, you'll also get the Monday and Wednesday show guides that are packed with lots of information on the topics we discuss in the shows and Joe's money lessons.

Find our show notes at StackingBenjamins.com

Find our free GUIDE to our Monday and Wednesday shows (plus news on when our next STACK event will occur): StackingBenjamins.com/STACKER

Enjoy!

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Transcript

Click on a timestamp to play from that location

0:00.0

Well, hey there, Stackers.

0:03.1

Welcome to a very special episode of The Stacky and Benjamin Show.

0:06.7

I'm Joe Saul Cahy and you're going to hear me and the whole team here in just a moment.

0:10.7

But if you're new to the show, you want to know that this is not a usual podcast episode.

0:17.5

This one's a lot different.

0:18.8

This is a live recording of the stack, which is a three

0:23.4

times a year event that we have, where we have a lot more interaction from Stacker Nation.

0:29.7

We have a special guest on and it's live video. So we usually keep the video references to a

0:37.0

minimum, but that's just a way of saying that

0:39.1

this was recorded live. So there's minimal editing here. Also, the mics came in a little hot at the

0:44.9

beginning and we didn't catch it. So it's going to be a little distorted and is a guy that

0:49.7

loves good audio. It's not all that great at the very beginning, but hang out with us. It gets better

0:55.1

very, very quickly. All right, that's enough foreshadowing. Great episode. We're going to be

1:00.8

talking about your portfolio, just a phenomenal guest as well. Let's roll it.

1:16.7

Live from the YouTuber machine, it's the stacking Benjamin's show.

1:30.2

I'm Joe's mom's neighbor, Doug, and don't you hate it when it feels like there's all these people watching your work?

1:31.9

What?

1:34.0

I'm on camera.

1:37.4

There's no, I don't think so.

1:39.6

Little white, there's no little white.

1:40.9

Oh, a little white.

1:41.4

Whoa!

...

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