The Optimal Portfolio

This year has been kind to stock and bond markets around the globe: But I’m sure there are some investors who hate to see the bond performance holding their portfolio back when stocks are doing so well. If we zoom out to the past year — which includes the brief bear market in late-2018 —…

Animal Spirits: Shielded Alpha

On this week’s Animal Spirits with Michael and Ben we discuss: The upside to social media Zombie VC companies Podcasting at Wealth/Stack Bubbles and career risk Growth and value cycles Using credit card reward points Congress is coming for your IRA Translucent ETFs Could you win a point off Serena? Where couples meet these days…

Talk Your Book: Agricultural Commodities

This week’s Animal Spirits: Talk Your Book is sponsored by Teucrium: We discuss: How ETFs work when futures are involved ETFs vs. ETNs Why commodities are typically better for tactical trades Where commodities fit within a portfolio How commodities can offset shocks to a stock portfolio The number one use for corn Who trades futures…