Should you borrow money to magnify returns in your 401 (k), IRA, or other tax-deferred retirement account?

We examine Basic Capital, which allows investors to leverage their retirement account investments.

We also explore how the wealthy don't use debt to generate wealth but to manage it.

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Show Notes

Basic Capital

This 30-Year-Old’s Startup Is Bringing Leverage to 401(k) Savers by Suzanne Woolley—Bloomberg

This startup is offering mortgages for 401(k)s by Liz Hoffman—Semafor

Startup Failure by Elizabeth Pollman—SSRN

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353: The Pros and Cons of Infinite Banking and Whole Life Insurance

238: The U.S. Is More Socialist Than Denmark Regarding Home Mortgages

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As Baby Boomers continue to retire, some analysts expect financial markets to feel the strain. We examine whether demographic shifts truly shape stock and bond returns, or what other factors matter more.

Topics covered include:

• Will retiring baby boomers lead to lower stock prices or higher interest rates
• Some earlier demographic predictions and how they worked out
• How do natural interest rates reflect the demand and supply of capital
• Why demographics are only one factor that determines economic growth and financial market returns

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Show Notes

Zeihan

Harry Dent

Measuring the Natural Rate of Interest—Federal Reserve Bank of New York

Distribution of Household Wealth in the U.S. since 1989—The Federal Reserve

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487: Are We Heading for a 2030s Depression? Global Economic and Population Shifts

445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy & Where to Invest Next

395: How Population Trends Will Impact Growth, Inflation, Investing and Well Being

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David converses with best-selling author David Bach about preventing burnout through sabbaticals, moving to another country, why retirees should take Social Security as early as possible, and Bach's idea of a flat tax on IRA distributions.

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Show Notes

David Bach's IRA Flat Tax Idea

Related Episode

506: Should You Retire Early and Live Outside Your Home Country? With Joshua Sheets

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