On today’s show we speak with John Lewis from Nasdaq Dorsey Wright about how the momentum factor works, why it works, how to implement it correctly and where the diversification benefits can help.
Talk Your Book: Why Momentum Investing Works
Making it to New All-Time Highs
All the things you had to survive to make it to new all-time highs in the stock market.
The One Wish Willow Economy
Careful what you wish for with the economy.
Investing is a Game of Survival
Why you shouldn’t use leverage when investing, even if you’re young.
Animal Spirits: When Genius Failed, Again
On today’s show we discuss a crazy month in the stock market, Situational Awareness, leverage always gets you, the semiconductor crash, 60/40 will never die, the behavior gap lives, One Wish Willow for the economy, a theory about the Fed, the economy is still booming, apathy for Bitcoin, the biggest movie weekend ever and much more.
Spending Money
Why does the economy continue to grow?
The Biggest Risk of Rising Bond Yields
High bond yields are hurting homebuyers.
Why I Love the Stock Market
Some thoughts on the crazy moves in stocks.
Investing in Momentum
Some thoughts on our new Porterhouse momentum strategy.
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.
