Larry Ellison, Warrn Buffett and the labor market.
Two Things That Caught My Eye This Week
10 Things I’ve Learned About Wealth Management in 10 Years
Some things I’ve learned from my time in wealth management.
Is It Time to Raise Some Cash?
Answering a question about emergency funds and cash as a strategic portfolio allocation.
Animal Spirits: Live From Future Proof 2025
On today’s show, we are live in Huntington Beach, California for Future Proof 2025.
Talk Your Book: How Custom Indexing Works
On today’s Talk Your Book we speak with Ehren Stanhope from Canvas Custom Indexing about the evolution of investment products, why 2019 changed everything, how financial advisors are using Canvas with their clients and why technology is such an important component in this process.
My 10 Years at Ritholtz Wealth Management
Some lessons learned from 10 years at RWM.
The Vibes are Broken
You can’t trust sentiment readings anymore.
Are We at Bubble-Level Valuations?
Some thoughts on historical valuations an what they mean for the current environment.
30 Years
Bad stuff happens and the stock market still goes up.
Animal Spirits: A National Housing Emergency
On today’s show we discuss rich people everywhere, why this isn’t like the dot-com bubble, the markets don’t care about bad vibes, junk bonds are on a tear, there are more ETFs than stocks, Reddit loss porn, American exceptionalism, what would actually fix housing, the S&P 500 is outperforming private equity, 7 year auto loans, the 9-9-6 lifestyle and more.
