What if AI is NOT a bubble?
On the Inevitability of an AI Bubble
Animal Spirits: The Biggest Short Squeeze of All-Time
On today’s show we discuss peak FOMO, chip stocks going nuclear, 1990s stock market flashbacks, trillion dollar IPOs, the AI trade is global, the bear case, a tale of two bull markets, bad luck in the real estate industry, South Korea’s boom, movies are back and much more.
The Housing Market Recession
The luck of the draw in your career.
Talk Your Book: Why Rising Rates Won’t Hurt You Anymore
On today’s Talk Your Book we speak with Ben Barber from Franklin Templeton about investing in municipal bonds, how to think about rising rates, misunderstandings of the muni bond market and more.
The Different Kinds of Investors
The many ways to be successful as an investor.
The Lowest Consumer Sentiment EVER
Why is everyone so cranky about the economy?
How to Reduce Stock Market Stress
Answering a question about big gains in energy stocks.
Animal Spirits: A Fire Alarm For Interest Rates
On today’s show we discuss the SpaceX IPO, index fund bagholders, the pros and cons of rising bond yields, the markets got the war right, how consumer sentiment broke, the Bezos tax plan, AI optimism, did crypto miss its moment, the coming renovation boom, dad books and more.
Money Without Meaning
Why rich people still have anxiety.
Talk Your Book: Investing in the Rise of the Robots
On today’s Talk Your Book we speak with Derek Yan from Kraneshares about the investment opportunity in humanoid robots, how far away we are from a more robotic world, the implications for investors, workers, an aging population and more.
