Housing is not an investment.
Is Buying a House Now a Bad Investment?
Animal Spirits: Why Baby Boomers Have All the Money
On today’s show we discuss the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash, the best AI hedge, why the labor market remains strong, consumers keep spending money, luxury real estate is booming, why old people are so wealthy, how to fix Netflix, Norm Macdonald and more.
Why Smart People Make Dumb Decisions
Elizabeth Holmes and the power of self-deception.
Talk Your Book: Beyond Bonds in Retirement
On today’s Talk Your Book we speak with Matt Kaufman from Calamos about generating income in your portfolio outside of bonds, alternative yields sources, how to spend more money in retirement, creating a sustainable withdrawal strategy and more.
What If This is the Worst Time to Retire?
I talked to Christine Benz about the many challenges involved in retirement planning.
Talk Your Book: Investing in Single Stock Futures
On today’s Talk Your Book we speak with Tim McCourt of CME Group about how single stock futures work, 23/5 trading hours, leverage, hedging and much more.
Markets Are Always Different This Time
How markets have evolved.
How I Think About Investing in Bonds
I bought some bonds.
Animal Spirits: It’s a Bloodbath
On today’s show we discuss AI debt concerns, Coreweave’s Rocky IV moment, the 2020s appetite for risk, the Railway boom analogy, carnage under the surface of the stock market, the average stock this year, valuations are falling everywhere, how the stock market has changed, the lottery tickets that didn’t hit, billionaires giving away money, baby boomers don’t want to pay property taxes and more.
Tech People Don’t Know What’s Going to Happen Either
Why it’s so hard to predict the AI future.
