How the loneliness epidemic could impact the housing market.
The 2024 Sector Quilt
Some thoughts on picking and choosing S&P 500 investors.
Animal Spirits: A Key Market Signal
On today’s show we discuss the devastating fires in LA, why homes are the most important financial asset for the middle class, a roundtrip in stocks since the election, why rates are rising, nitpicking the economy, Howard Marks is on bubble watch, quantum computing stocks, the anti-social century, Jerry Springer and much more.
Historical Returns For Stocks, Bonds, Cash, Real Estate and Gold
An update on long-terms for stocks, bonds, cash, real estate and gold.
Talk Your Book: Moneyball Meets Private Equity
On today’s show, we are joined by Greg Bond, CEO of Man Numeric and Head of the Americas for the Man Group to discuss how the private equity portfolio is constructed, screening out poor quality businesses, what private equity companies look for in investments, data and analytics within sports, Greg’s experience with the Red Sox, and much more!
Mega Cap World Domination
Most investors would like the world of finance to exist in black or white. Just tell me when to buy or sell, get bullish or bearish, buy this stock or avoid that one, go all in or get out of the market. Markets are hard because most things exist in shades of gray. It’s difficult…
Is The Housing Market is Becoming a Problem?
When does the housing market begin to impact the economy?
How to Pay Next-to-Nothing in Taxes During Retirement
A closer look at harvesting long-term capital gains.
Animal Spirits: Predictions For 2025
On today’s show we discuss all sorts of predictions for the upcoming year, the AI bubble, the roaring 2020s of stock market returns, financial regrets at age 80, housing is the business cycle, when to sell big winner, the VC drop-off, what to do when you get super rich, 50 things a man should not know and much more.
Updating My Favorite Performance Chart For 2024
A look at the latest 10 years of asset class returns.