Michael and Ben discuss inflation, gold bars at Costco, real estate trends and more.
Animal Spirits: The Four Most Dangerous Words
Risk Is Never as Simple as It Seems
Why I don’t use my garbage disposal anymore.
Are Emerging Markets Turning Into the S&P 500?
Why emerging market stocks are starting to resemble the S&P 500.
The Flying V-Shaped Recoveries
Why V-shaped recoveries may be the new normal.
The 3 Es of Personal Finance & The “Smart” Money
My talk with Tyrone Ross on personal finance and highlights from this week’s podcast.
The Hardest Investing Questions to Answer
The 5 hardest questions to answer in all of investing.
Animal Spirits: The Smart Money
We discuss: Is the bond market really the smart money? Why aren’t bond yields rising is inflation is coming? Can the Fed keep a lid on rising rates? Where have all the small public companies gone? The Stubstack bull market Fractional investing is a win for investors Why is gold rising? Where does GLD buy…
The Pros and Cons of Miniscule Savings Account Yields
Yes savings account yields are lower but so are borrowing costs.
Which Investments Benefit From a Weaker Dollar?
How the dollar impacts foreign stocks, gold and emerging markets.
The Most Counterintuitive Recession Ever
All the weird outcomes from the most counterintuitive recession in history.
