GM82: The Surprising Success of the U.S. Economy ft. Elroy Dimson & Kiran Ganesh

America's recent economic performance has been a surprise, as it's managed to outperform many other markets over the last quarter century. We review the insights from the Global Investment Returns Yearbook, discussing how the US has thrived and what that means for future investment strategies. Our guests, Elroy Dimson and Kiran Ganesh, share their expertise on market trends, the importance of diversification, and the implications of recent economic shifts. We also explore the complexities of factors like equity risk premium and the evolving role of bonds in an investment portfolio. Join us as we explore these themes and consider what’s next for investors in a changing global landscape. You can read the Global Investment Returns Yearbook here.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Elroy on LinkedIn.Follow Kiran on LinkedIn.Episode TimeStamps: 02:19 - Introduction to Elroy Dimson and Kiran Ganesh09:21 - What kind of feedback do they get from clients?13:04 - Stocks for the long run?17:41 - Is the US losing its grip on its economy?24:08 - Are indicies...