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Larry Swedroe on Muck Rack

Larry Swedroe

St. Louis
As seen in: Business Insider, Forbes, CBS Moneywatch, CBS News, Yahoo Finance, MarketWatch, Substack, Flipboard, Seeking Alpha, Audible Blog and
My life's mission is to educate people about the right way to invest. Head of financial and economic research at Buckingham Wealth Partners. Opinions are mine.
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Articles

Inflation and Deficits May Be Two Sides of the Same Fiscal Story

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By Larry Swedroe
| Substack
Inflation and federal deficits have often been discussed as separate problems. Juan Equiza-Goñi, author of the study “Inflationary U.S. Federal Budget Projections,” published in the May 2026 issue of Finance Research Letters, argues they may be much more connected than that, especially in the post-pandemic period.
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Is Private Credit’s Smooth Ride Real — Or an Accounting Illusion?

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By Larry Swedroe
| Substack
Private credit has been sold to investors on a simple pitch: equity-like returns with bond-like — or even better — volatility. It’s a compelling story, and it’s a big reason the asset class has grown from roughly $250 billion in 2008 to an estimated $2.28 trillion today, with some projections putting it at $4.5 trillion by 2030.
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Financial Reporting Frequency and Market Premiums

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By Larry Swedroe
| Substack
One of the defining features of public equity markets is timely, accurate financial reporting. But the ideal reporting frequency remains a matter of debate: US public companies currently report quarterly, while other markets use different schedules. Transparency matters, but so does the cost of producing that information.
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