Were millennials doomed to be period of lower stock market returns?
The End of a Golden Era For Investors
Talk Your Book: AI Winners & Losers
On today’s Talk Your Book we speak with Alger’s Dan Chung on investing in concentrated portfolios, what it’s like picking stocks during a boom, sorting through the winners & losers in AI, Meta vs. Google and more.
It’s a Concentrated World
How AI will impact stock market concentration.
Will Young People Ever Buy a House?
More young people are buying homes than you realize.
How to Invest When Your Portfolio Gets Bigger
How to deal with an investing mid-life crisis.
Animal Spirits: The Next Michael Burry
On today’s show we discuss the AI debt binge, no recessions for the rest of the 2020s, Kevin Warsh thoughts on the economy, the dead cat bounce in software stocks, bull market M&A deals, no once cares about dividends anymore, rising yields are a good thing, AI civilizations, Gen Z will be buying houses, Tom Cruise remakes and more.
14 Questions I’m Thinking About
Some questions about AI, housing, tech stocks, valuations, movies and more.
Talk Your Book: Cash Was Easy…Now What?
On today’s Talk Your Book we speak with Brandon Clark from Federated Hermes about generating income in your portfolio, using options inside of ETFs for higher income potential, the impact of taxes on fixed income products and much more.
Jerry Seinfeld’s Evergreen Career Advice
Some advice for young people on how to handle AI.
My Most Contrarian Opinion Right Now
The biggest risk of higher government debt.
