Michael and Ben discuss the biggest tech stocks, more worries about the pandemic, some new books and more.
Animal Spirits: Existential Hurricane
I’m Worried
A list of my current worries.
How Often Do Long-Term Bonds Beat Stocks?
Why stocks don’t always outperform bonds over the long-term.
The Only Rational Deployment of Our Ignorance
My presentation on diversification and why I think online conferences might work.
Joe Granville: The Original Dave Portnoy
When it became apparent sports weren’t coming back for a while in early-March, I joked that ESPN should become a financial network until they returned. It wasn’t Stephen A. Smith but Dave Portnoy of Barstool Sports who made the pivot to trading stocks. This makes sense when you consider how many people there are who…
How Would Investors React If We Finally Get Some Inflation?
A look back at how often the US sees high inflation.
Animal Spirits: Inflation Ahead
Michael and Ben discuss inflation predictions, the new 60/40 portfolio, a Saved by the Bell reboot and more.
Why Are Credit Card Interest Rates So High?
The biggest reason for double-digit interest rates on credit cards.
The Air Conditioning Effect
Of all amazing leaps forward in household technologies in the early-to-mid-1900s — automobiles, radios, televisions, refrigerators, washer/dryer, dishwasher, etc. — the most underrated might be air conditioning. I have been thankful for air conditioning every humid Michigan summer day of my life. I can’t imagine how people ever lived without it. Using cold as a…
How Rare is a Double Dip Recession?
A look back at the history of double-dip recessions.
