On today’s show we discuss what can stop the stock market, Nvidia is too big, the boy who cried wolf predictions, market timing reminders, Michael Burry crash calls, AI portfolio strategies, AI is the new Netflix, the robots are coming, rich people who aren’t happy, Harrison Ford, Martin Short and more.
How to tell finance stories.
On today’s Talk Your Book we speak with Mark Marex from Nasdaq about the differences between now and the dot-com bubble, the fundamentals of the Nasdaq 100, AI’s impact on the stock market and more.
A closer look at the Nasdaq 100 today versus the dot-com bubble.
Why studying market history is so important.
What’s the best one year return for the stock market?
On today’s show we discuss Ben’s new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn’t a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto, longevity risk and more.
My new book, Risk & Reward, is out now!
On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more.
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
