Advocating for Common Sense

Doug and Greg start this week by noting a pod prediction that came true in regard to the latest CPI/inflation numbers. They also look at current and past S&P 500 top 10 holdings to answer a hypothetical investment question on diversification vs. the big tech stalwarts. Finally, they prepare for the ramifications of the debt ceiling debate, check in on Russia/Ukraine, and look back at the results of the student debt moratorium.

Key Takeaways

[01:04] - Our weekly inflation check-in [05:10] - Tech’s current hold on the S&P 500 top 10 holdings [13:34] - Apple vs the World [18:54] - Explaining the Debt Ceiling debate [24:01] - An update on the Russia/Ukraine conflict [27:39] - What we now know about the 2020 student debt moratorium

Links

BI: Inflation continued to cool in April Truflation Conor Sen: Owners’ equivalent rent — the turn-down has begun Luis Gonzali: Top 10 S&P 500 Holdings since 1980 Brian Beal: Apple’s market cap is as large as every UK business combined Brookings: How worried should we be if the debt ceiling isn’t lifted? Russia had only one tank in their Victory Day parade Univ. of Chicago - Debt Moratoria: Evidence from Student Loan Forbearance