On today’s Animal Spirits Talk Your Book we speak to Christian Munafo from VanEck about AI IPOs, the trouble facing unicorn late stage growth companies, the liquidity problem for private market investors, secondary transactions, where to find value in today’s market and more.
Pros and cons of tax-aware long/short strategies.
How wealth is changing the economy and markets.
My favorite research papers on trend-following and momentum.
On today’s show we discuss how bull market gains have changed the markets, AI is crowding everything else out, when the next financial crisis will hit, Ray Dalio keeps scaring investors, the earnings boom, a buying opportunity for bonds, the American Dream is still alive and well, is college worth the cost, why AI isn’t impacting the labor market, the most important financial asset for retirees, theme parties and more.
Were millennials doomed to be period of lower stock market returns?
On today’s Talk Your Book we speak with Alger’s Dan Chung on investing in concentrated portfolios, what it’s like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google and more.
How AI will impact stock market concentration.
More young people are buying homes than you realize.
How to deal with an investing mid-life crisis.
