Some thoughts on our new Porterhouse momentum strategy.
Investing in Momentum
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.
Animal Spirits: Say Bubble One More Time. I Dare You!
Today’s Animal Spirits is brought to you by YCharts and Vanguard: This episode is sponsored by YCharts. To learn more and get 20% off your initial YCharts Professional subscription to take Y for a spin (new customers only), visit https://go.ycharts.com/animal-spirits This episode is sponsored by Vanguard. To learn more about Vanguard bonds, visit https://vanguard.com/audio On…
Housing Rules of Thumb
Why aren’t more baby boomer retirees downsizing?
Talk Your Book: Private Credit’s Next Act
On today’s Talk Your Book we speak with Alona Gornick from Churchill from Nuveen about credit market cycles, an update on private credit, investing in the middle market and more.
