The good, the bad and the ugly of the current state of the markets.
Strange Times
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.
Why Didn’t We Get a Housing Bubble?
A rise in price is not the same thing as a bubble.
Talk Your Book: Price is the Ultimate Factor
On today’s Talk Your Book we speak with Bill Mann from Motley Fool Asset Management about investing in the momentum factor, the Noah Principle, AI’s impact on herd behavior, how this cycle ends and more.
The Biggest Risk to the Economy
What the panic of 1873 can teach us about the economic risks of today.
5% Bond Yields
How do bonds work?
Animal Spirits: How to Talk To Your Clients About Ray Dalio
On today’s show we discuss AI human extinction fears, the biggest AI risks, why things go viral, why the stock market is so confusing right now, how to think about bearish hedge fund managers, why bonds offer a good deal right now, Fed rate hikes, government debt fears and more live from Future Proof in Huntington Beach, CA.
Why Are Valuations Falling in a Bull Market?
Rising rates, higher inflation and falling PE ratios.
