Some lessons from investors in South Korea.
Investing in the Boom Times
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.
4 Big Questions About the Economy
Questions about recessions, housing, bond yields and more.
How Rich Are You?
Status symbols that make you look rich.
Missing the Best & Worst Days in the Stock Market
Why the best and worst days cluster in the stock market.
Animal Spirits: Will the Fed Buy Stocks?
On today’s show we discuss hyperscalers vs. semiconductors, 10 reasons to be bearish, Nvidia is cheap, analysts are good at forecasting earnings, why small caps are booming, investors still chase performance, why the stock market is more important now, the AI doomers are wrong (for now), bond yields are higher, what makes you rich, Dave Matthews Band and more.
The Cult of Equities
The stock market is more important than ever before.
Talk Your Book: Do We Need the Federal Reserve?
On today’s Talk Your Book we speak with Alex Morris from F/m Investments about the Fed, what the bond market is telling us, the debasement trade, Kevin Warsh and more.
