How average returns change by holding period.
Long-Term Stock Market Averages
High Earner Not Rich Yet
Rich people who don’t feel rich.
Defining Bull and Bear Markets
Cyclical and secular bull and bear markets.
Animal Spirits: Money Buys Happiness
On today’s show we discuss calling a top in the stock market, why people don’t trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, we are a nation of trucks, money actually does buy happiness and more.
When Luxuries Become Necessities
Where to cut back if your budget is stretched.
Talk Your Book: Private Equity Deals with Ted Seides
On today’s show, we are joined by Ted Seides, founder of Capital Allocators to discuss his new new book Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.
A Little Money Perspective
Rich countries are happier than poor countries.
“$500 is basically free these days”
Some thoughts on a potential home renovation boom.
5 Years of Spending in Retirement
Planning for cash reserves in retirement.
Animal Spirits: The Most Bullish Backdrop
On today’s show we discuss the biggest risk to the real estate market, why bull markets are different today, gold & stocks both hitting ATHs, the US economy is sitting pretty, wearable AI glasses, bullish housing demographics, Michael’s favorite horror movies and much more.
