On today’s show we discuss Jerome Powell, credit card rates, the institutional ownership of homes, lowering mortgage rates, how to fix the housing market, AI vs. the labor market, the broadening out of the bull market, the growth in sports gambling, where housing is still affordable, circular private equity deals, why TVs are so cheap and much more.
Asset class returns for 2025.
On today’s Talk Your Book, we speak with Brendan Ahern from KraneShares about the differences between China and the United States, the state of Chinese Internet stocks and more.
Updated long run returns through 2025.
I like playing the odds when it comes to the stock market. I’m a long-term investor because it increases your odds of success. There are no guarantees but the short-term is far more volatile than the long-term. But the odds in the stock market are not static. These things are constantly changing and the results…
Is housing a good investment right now?
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.
