On today’s show, we discuss the 4 biggest types of investment mistakes, bears throwing in the towel, Bitcoin hitting $100K, more travel stories, the greatest family movie of all time, and much more.
Animal Spirits: The Bears Capitulate
My Year-End Stock Market Forecast
How I would make year-end forecasts if I worked on Wall Street.
Talk Your Book: Matching Longs with Shorts
On today’s show, we are joined by Mick Rasmussen, Portfolio Manager at Wasatch Global Investors to discuss how to construct a long/short portfolio, factors that make a good long vs a good short, how often the portfolio turns over, stock picking within small cap growth, and much more!
The 4 Types of Investment Mistakes
The hierarchy of investment mistakes.
Do We Have Enough Financial Advisors to Handle $80 Trillion?
My talk with Morningstar’s Christine Benz about how financial advisors can better manage client assets during retirement.
Are You on Track For Retirement?
How do you track your progress towards retirement?
Animal Spirits: The Mother of All Bubbles
On today’s show we discuss US exceptionalism in markets and the economy, losing all of your retirement savings, yield sells, financial nihilism, the downfall of the CFA, the greatest trades of all-time, a 10 year outlook on housing prices, the bull market in podcasts on YouTube, the psychology of tipping and much more.
U.S. Markets Are Swallowing the Rest of the World
The United States is dominated the world’s financial markets.
Talk Your Book: J.P. Morgan’s Guide to ETFs
On today’s show, we are joined by Jon Maier, Chief ETF Strategist and Shayan Hussain, Head of U.S. Investment Specialists at J.P. Morgan Asset Management to discuss the growth of ETF products, asset flows in and out of thematic ETFs, fixed income benchmarking, active investing with fixed income, and much more!
Do We Need More Bubbles?
The positive externalities of bubbles.
