American households have added $100 trillion in net worth since 2009.
A Staggering Amount of Wealth Creation
Talk Your Book: Yield at What Cost?
On today’s show, we are joined by Jonathan Molchan, Managing Partner at STF Management to discuss how the trend following rules work, issues with traditional call option writing strategies, trend following performance through different cycles, and much more.
Long-Term Stock Market Averages
How average returns change by holding period.
High Earner Not Rich Yet
Rich people who don’t feel rich.
Defining Bull and Bear Markets
Cyclical and secular bull and bear markets.
Animal Spirits: Money Buys Happiness
On today’s show we discuss calling a top in the stock market, why people don’t trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, we are a nation of trucks, money actually does buy happiness and more.
When Luxuries Become Necessities
Where to cut back if your budget is stretched.
Talk Your Book: Private Equity Deals with Ted Seides
On today’s show, we are joined by Ted Seides, founder of Capital Allocators to discuss his new new book Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.
A Little Money Perspective
Rich countries are happier than poor countries.
“$500 is basically free these days”
Some thoughts on a potential home renovation boom.
