On today’s show we discuss 2026 predictions, the risk of a bear market, why valuations should be higher, why international stocks outperformed, recession risk in 2026, AI hallucinations, self-driving cars, Disney stock, where to find cheaper housing, an appreciation for Keanu Reeves and more.
The ups and downs of the stock market.
Some things that were surprising in 2025.
Some thoughts on looking ahead and looking back to find your investment lessons.
On today’s show we discuss the best and worst S&P 500 stocks this year, 2025 investing lessons, why silver is going vertical, international small caps are crushing it, family offices are booming, sentiment is still broken, over-optimization is a problem, how millennials got rich, when to spend more in retirement, the best video game of all-time and more.
Wealth inequality on the Titanic.
On today’s Talk Your Book we speak with Sal Gilbertie from Teucrium about why oil prices are falling, how agricultural commodities work, why farmers need bailouts, why crypto is a commodity and more.
How to think about risk in the stock market.
Time traveling in the stock market.
On today’s show we discuss what a normal year in the stock market looks like, time traveling through drawdowns, the case for small/mid cap stocks, how many stocks double each year, record cash balances, the economy keeps growing, financial nihilism, gambling, illiquidity risk in private investments and much more.
