“If past history was all that is needed to play the game of money, the richest people would be librarians.” -Warren Buffett
Why is Consumer Sentiment so Low?
Why you can’t trust sentiment surveys anymore.
Where is the Stock Market Volatility?
Why haven’t higher bond yields hurt the stock market yet?
Animal Spirits: Will Higher Rates Kill the Stock Market
On today’s show we discuss the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth effect is real, AI personal assistants, the Consumer Inertia basket of stocks, 7% mortgage rates, the fall of the creative class, the 100 best TV shows this century and more.
A Brutal Bond Market
The worst bond market of the past 50 years.
Talk Your Book: The Next Generation of Income Strategies
On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson about the mechanics of autocallable and stability notes, how these options generate income, the risks and trade-offs of structured income ETFs and more.
Strange Times
The good, the bad and the ugly of the current state of the markets.
Most Stocks Are Losers
Why most stocks underperform the market.
Can You Be a Boglehead Tech Investor?
Why public market investors don’t need private market stocks.
Animal Spirits: The Wobbly House of Cards
On today’s show we discuss the interconnected hyperscalers, AI’s risk to the economy, the chart of the year, Nvidia’s valuation, Meta’s personal assisstant, $186 trillion in household wealth, 10 year return projections, the case for owning bonds, why the Fed raised rates, Bitcoin’s comeback, fixing the housing crisis is harder than it sounds, the best movie of the 1980s and more.
