Michael and I spoke with New Age Alpha CIO Julian Koski about investing in the human factor.
2021
Hedging Inflation is Harder Than it Sounds
Traditional inflation hedges seem to be failing right as inflation reaches its highest level in years.
Are the Roaring 20s Already Here?
What if this is as good as it gets in terms of boom times?
The Biggest Differences Between Now & The Housing Bubble
Why this is nothing like the housing bubble of the mid-2000s.
Animal Spirits: High School Reunion
Michael and I discuss the roaring 20s, the end of cash, people quitting their jobs, growth taking out value again and more.
Why Do We Always Focus on the Bad Stuff?
The bad always outweighs the good in our brains.
The Rebirth of the IPO
Everything in the markets is cyclical, including IPOs.
Talk Your Book: Investing in High-Quality Growth Stocks
Michael and I spoke with Eric Schoenstein, CIO and portfolio manager of Jensen Investment Management about investing in high-quality growth stocks.
Bulls on Parade
Bull markets last longer than you think but corrections are a feature of investing.
The Best Investments I Ever Made
Investing in times of crisis.
