On today’s show we discuss the AI doom scenarios, the value of human relationships in a digital world, housing as an AI hedge, the AI backlash, a very weird stock market, the global bull market, consumers keep spending money, Bitcoin is a software stock, the Blue Owl fiasco, the perfect movie run time and more.
Some thoughts on AI doomerism.
What happens to the housing market as baby boomers die off?
The good, the bad and the ugly of AI.
30 years old, $470k mortgage at 6.375%. Pay if off early?
Some charts on international stock market outperformance.
On today’s show we discuss the software apocalypse, stock market blow-ups, AI fear-mongering, how AI will impact your job, in defense of SaaS, the ex-US trade is working, a bull market in Japan, Gen Z loves the stock market, prediction markets, a takedown of The Millionaire Next Door, middle-aged dad milestones and more.
I have a new book coming out soon.
On today’s Talk Your Book we speak with Greg Sharenow from PIMCO about the boom in real assets, the role of momentum in trading commodities, how to gain exposure to real assets and more.
Some thoughts on my big brother a year later.
