2013 and Beyond: Investing After the Great Recession

The financial crisis that tanked global stock markets and sent unemployment surging began more than five years ago. But we're still very much healing. Stock prices are still below pre-recession highs, unemployment is still far too high, and distrust of institutions is still prevalent.

What have we learned? What happens next? How do you invest in today's new world?

Last month I sat down with some of the world's greatest economists and investment minds to ask just that. Watch what they had to say in this exclusive video presentation from The Motley Fool:

link


Read/Post Comments (14) | Recommend This Article (113)

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  • Report this Comment On January 23, 2013, at 6:34 PM, Ofaktor wrote:

    Great article/video!

  • Report this Comment On January 25, 2013, at 11:50 AM, bretco wrote:

    great , upbeat and enlightening Morgan, you stand head and shoulders above your breathen at MF .

  • Report this Comment On January 25, 2013, at 12:21 PM, Robayr wrote:

    Morgan,

    Fantastic food for thought. Enjoyed!

  • Report this Comment On January 25, 2013, at 3:14 PM, dsciola wrote:

    Will there be a transcript for this?

  • Report this Comment On January 26, 2013, at 11:04 AM, bmc007 wrote:

    Thanks for this.

  • Report this Comment On January 26, 2013, at 9:46 PM, TomBooker wrote:

    I'm all-in with El-Erian on fret, hope getting heavily bruised, nagging inequalities, and a pretty stinkin' mess being left behind.

    The most disappointing aspect of it is ... We, as Americans, are not willing and prepared to take actions of profound commitment and probable sacrifice to right this ship.

    We are in a time of historic opportunity, when a true Greatness before the entire world can be reclaimed by way of our choices and actions.

    Something in which we can have greater Pride, than we have known in a long, long time.

  • Report this Comment On January 27, 2013, at 1:25 PM, jazzmaven wrote:

    Excellent collection of savvy investors! Lots of food for thought that, with a little work, could yield some excellent investment theses. Gotta love the Motley Fool!

  • Report this Comment On January 29, 2013, at 12:59 AM, jrapisarda wrote:

    Great video!!!

  • Report this Comment On January 29, 2013, at 4:46 PM, 48ozhalfgallons wrote:

    El-Erian 8:05 - 9:13 an absolutely candid observation. The wrong generation making all the decisions. Wow! I'm a boomer and all my life have detested the increasingly distorted liberal Keynesian application of both macro and micro economic philosophy by my indebted, liberal contemporaries. I don't even think Keynes himself intended nor foresaw the mounting distortions of today.

    None of the decisions required to right our course are self serving to the lobbied boomers now running things; so why would that sector wish to wake the sleeping giant of creative destruction? A complete annihilation of the status quo will be required before we can change course for the good of a productive society. I never read anything in Keynes suggesting too big to fail, or bailing out corporations making products no one wants, or government rebates on autos only the affluent can afford, or tax payer backed Jumbo Mortgage Loans, or granting generous tax support and market access for exporting jobs. Wage earners, shorted investors, pensioners, and savers through cheap money policy have borne the weight of accumulation by the affluent who continue to steer our society.

    Solutions: 1) Value of money must increase by raising interest. Increasing the value of money decreases the relative value of non-productive goods and services. Increasing the value of money decreases borrowing for non-productive assets. 2) The work week must be decreased to absorb unemployment, ergo forcing corporations to train the workforce and retain that workforce during down cycles. Through tighter money, up-grading skills of current employees will be more competitive than laying off and rehiring. Corporations will be forced to hire and train rather than increase overtime to meet demand. Creative destruction will collapse college tuition, salaries, and sports program allocations. 3) Corporations will discover that funding their own health care programs to retain their trained and increasingly skilled workforce is more economical than paying rising health premiums. Medical talent will seek the advantages of corporate employment over private liability, long hours, and unproductive paperwork. 4) Government can withdraw welfare and unemployment incentives as the value of labor increases and hours allocated per employed worker decrease. If corporations run to cheaper labor markets, then legislation must be passed to open up easy access by new entrepreneurs into vacated markets. Corporations will be forced to compete for labor rather than using labor as a first resort to cutting costs.

    The crux for necessary change to occur is that talented individuals who are accumulating the vast share of resources at ever faster rates will be forced through righted economic policy to share opportunity costs with opportunity benefits of others. An interesting way to view the status quo is that the talented or more fortunately endowed, as a group, embraces welfare, crime, poor education, poor access to education, cheap money and high medical costs in order to fend off competition for resources, disfavoring an opportunity cost/benefit economic environment.

  • Report this Comment On January 30, 2013, at 7:03 PM, hbofbyu wrote:

    Optimism coupled with the next generation having a lower standard of living? I'm still confused.

  • Report this Comment On January 30, 2013, at 7:51 PM, gene132 wrote:

    Can we finally cease being world policeman? This role is draining our economy, and not making us popular. We cannot stand spending more on or military (than the rest of the world combined). Go to Germany-you will see new roads, bridges, gleaming new cities (check out Berlin). In the USA-crumbling highways, infrastructure falling apart..and a huge military.

  • Report this Comment On February 05, 2013, at 2:00 PM, sheba915 wrote:

    Folks,

    Love your approach to stocks but I do not do Videos! I think 3x4 faster than the vidio. Transcript or forget it. GWJ

  • Report this Comment On February 05, 2013, at 7:52 PM, vertglnt wrote:

    I agree 100% with sheba925: please send text. If you want to do videos, fine, but also provide the text. Some people are hearing impaired and/or simply dont have the time or patience to go thru

    a video to get to the point at the end after minutes of lead-in.

    LCK

  • Report this Comment On February 06, 2013, at 7:23 AM, skypilot2005 wrote:

    No transcript. No REC.

    Fool On.

    Sky

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