There are a lot of stocks getting hammered right now.
A Bloodbath in the Stock Market?
Earnings & Expectations
Why are earnings up way more than the stock market this year?
Is Buying a House Now a Bad Investment?
Housing is not an investment.
Animal Spirits: Why Baby Boomers Have All the Money
On today’s show we discuss the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash, the best AI hedge, why the labor market remains strong, consumers keep spending money, luxury real estate is booming, why old people are so wealthy, how to fix Netflix, Norm Macdonald and more.
Why Smart People Make Dumb Decisions
Elizabeth Holmes and the power of self-deception.
Talk Your Book: Beyond Bonds in Retirement
On today’s Talk Your Book we speak with Matt Kaufman from Calamos about generating income in your portfolio outside of bonds, alternative yields sources, how to spend more money in retirement, creating a sustainable withdrawal strategy and more.
What If This is the Worst Time to Retire?
I talked to Christine Benz about the many challenges involved in retirement planning.
Talk Your Book: Investing in Single Stock Futures
On today’s Talk Your Book we speak with Tim McCourt of CME Group about how single stock futures work, 23/5 trading hours, leverage, hedging and much more.
Markets Are Always Different This Time
How markets have evolved.
How I Think About Investing in Bonds
I bought some bonds.
