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Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook

RL148 — Fundamental vs Technical Trading, Taxation of Bonds, Market Outlook

It’s “Bring Your Own Topic Day” on the Retirement Lifestyle Show. In this episode, Roshan Loungani, Eric Olson, and Adrian Nicholson discuss topics they feel would benefit the audience’s investment decisions. They talk about Fundamental vs Technical analysis of stocks, the high-yield spread, and what to consider when buying US Treasury Bonds.

[00:00] Introduction

[01:53] How to Find What Stocks to Buy and When to Buy

[03:21] Fundamental vs Technical Analysis of Stocks

[05:40] Understanding Moat Investing

[08:44] Fundamental Analysis Advantages and Disadvantages

[11:19] Technical Analysis of Stocks

[14:46] Pros and Cons of Technical Analysis

[18:12] The High Yield Spread

[20:52] Recovery: The Small-Cap Value Come Back

[24:13] Why Retail Investors Pay Attention to Stocks and not Bonds

[28:18] Profitable Investing is Not About Being Right All the Time

[30:09] Opportunities in the Small-Cap Space

[32:08] Things to Consider When Buying US Treasury Bonds

[37:13] What are Tax-Exempt Bonds

[39:28] Breaking Down the November Inflation Report

[42:58] Thoughts on the Fed, Inflation, and Markets

[47:30] What Happens When the Fed Pivots

[49:20] Don’t Fight the Fed

[51:02] Parting Thoughts

For more links and the full show notes keep scrolling down!

Roshan Loungani can be reached at or at 202-536-4468.

Erik Olson can be reached at or 815-940-4652.

Adrian Nicholson can be reached at or at 703-915-8905.

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Full Show Notes:

Differences Between Fundamental and Technical Analysis

Technical analysis refers to the analysis of a security’s fair price by studying the business’s historical information and examining past trends and changes in the price of shares. In contrast, fundamental analysis is the process of analyzing the financial aspects of a business. These statements can include financial statements like the economics of the business and use that information to try and explore the fair market value of its security.

To help you better understand these two statements, think of it this way. Fundamental analysis is all about evaluating a stock based on its intrinsic value. Technical analysis, on the other hand, is a stock valuation methodology that breaks down a stock based on trends to predict the stock’s future price.

Retail Investors Pay Attention to Stocks and not Bonds

Have you ever been to a dinner party or a cocktail party where someone humble-brags about this or that stock that they’ve made a lot of money on? If you’re like most people, you probably have. But have you ever been to a party where somebody has humble-bragged about the high-yield bond in which they made a lot of money? Highly unlikely. So, what does that tell you? It tells you that retail investors, for the most part, pay attention to stocks but not bonds. As a result, we can conclude that most retail investors have vacated the entire playing field of the high-yield bond marketplace - at least on some level.

All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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