Some thoughts on inflation, the Fed, Bitcoin, tech layoffs and more.
6 Questions I’m Pondering
Can the U.S. Stock Market Continue to Dominate the Long Run?
Can the U.S. stock market keep growing?
Animal Spirits: Is the Stock Market Getting Ahead of Itself?
On today’s show, we discuss why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the boom in entrepreneurship, putting tech layoffs into perspective, why the housing market might have a floor under it and much more.
Perfect is the Enemy of Good
Why certain movies and TV shows hit differently in middle age.
Talk Your Book: The Biggest Short Squeeze of All Time
On today’s show, we are joined by Luke Oliver, Managing Director, Head of Climate Investments, and Head of Strategy at Kraneshares to discuss the biggest short of all time, how emissions are related to political risk, what drives carbon price, and much more!
5 Numbers That Will Tell Us How the U.S. Economy Does This Year
The 5 things that matter most to the U.S. economy this year.
Why Invest in Stocks When Bond Yields Are Higher?
In the fall of 1981 the yield on 30 year U.S. Treasury bonds hit 15%. Fifteen percent! For 30 years! One million dollars invested at that time would have been paying out $150,000 a year in interest for 3 decades.1 Can you imagine how much demand there would be for bonds yielding 15% for that long…
Is It Realistic to Have 100% of Your Portfolio in Stocks?
Balancing bear markets and compounding in the stock market.
Animal Spirits: Is a Soft Landing Inflationary?
On today’s show, we discuss why people still invest in stocks even when bond rates are high, international stocks are on a tear, the 60/40 argument that never dies, the Fed vs. the bond market, record high dividends in the stock market, why it’s so hard to predict bottoms, Michael’s NY Giants playoff game experience & much more.
5 Lessons From an Awful Year For Financial Markets
Some takeaways from a terrible year in the markets.
