Why does the economy continue to grow?
Spending Money
The Biggest Risk of Rising Bond Yields
High bond yields are hurting homebuyers.
Why I Love the Stock Market
Some thoughts on the crazy moves in stocks.
Investing in Momentum
Some thoughts on our new Porterhouse momentum strategy.
Animal Spirits: 45 Million Rich Households
On today’s show we discuss a good sign for the bull market, semiconductor stocks crashing, why valuations keep falling, everyone is bearish about bonds, South Korea traders, how big SpaceX could get, why people keep spending money, Netflix is still dominating streaming, why there aren’t more IMAX theaters and more.
Find Your Fascination
On the benefits of reading.
Talk Your Book: Is Crypto Dead?
On today’s Talk Your Book we speak with Grayscale’s Krista Lynch we discuss the current sentiment surrounding crypto, Hyperliquid, building out the crypto infrastructure, what happened to Ethereum, stablecoins and more.
Now Show Japan
Some facts, figures and charts from Risk & Reward about Japan.
Picking Stocks in a Bloodbath
Is Netflix a buy here? Or is it a stock in secular decline?
Investing in the Boom Times
Some lessons from investors in South Korea.
