How to tell finance stories.
Stories vs. Statistics
Talk Your Book: Is the Nasdaq 100 in Another Bubble?
On today’s Talk Your Book we speak with Mark Marex from Nasdaq about the differences between now and the dot-com bubble, the fundamentals of the Nasdaq 100, AI’s impact on the stock market and more.
Is This a Bubble?
A closer look at the Nasdaq 100 today versus the dot-com bubble.
The 4 Abilities Every Investor Needs to be Successful
Why studying market history is so important.
50 Years of Stock Market Returns
What’s the best one year return for the stock market?
Animal Spirits: This Won’t End Well
On today’s show we discuss Ben’s new book Risk & Reward, an epic melt-up in the stock market, semiconductor stocks going berserk, why this isn’t a bubble (yet), South Korean stocks, AI portfolios & advisors, why young people are so angry, soccer dads & crypto, longevity risk and more.
My New Book: Risk & Reward
My new book, Risk & Reward, is out now!
Talk Your Book: Investing in Securitization
On today’s Talk Your Book we speak with Mike Laughlin from Janus Henderson Investors about how securitization works, investing in CLOs, the size of the securitized market, how fixed income investing has changed and much more.
The Melt-Up
“The market might be crazy, but that doesn’t make you a psychologist.” -Meir Statman
Why Are Hedge Fund Managers Always Bearish?
Why are hedge fund managers always bearish?
