What the Bogle Expected Return Formula says about today’s stock market returns.
Expected Returns in the Stock Market
Animal Spirits: We Have to Talk About Sports Betting
On today’s show we discuss valuations not mattering, volatility is the new normal, all-time highs in rich people, bubble behavior in AI, gambling is off and running, limit orders on crypto trades, the housing market is not fair, the downside of illiquidity, Michael’s email pet peeves and more.
The Joneses Aren’t That Happy
You’ll never be able to keep up with all the Joneses.
Talk Your Book: Investing in High Yield Munis
On today’s show, we are joined by Steve Hlavin, Portfolio Manager at Nuveen to discuss the muni market structure, the best states for muni bonds, risks around deficits and liquidity, and much more!
How to Diversify Against the Dollar
The pros and cons of currency diversification.
3 Charts That Will Surprise You
Some thoughts on retirement savings rates, international stock outperformance and AI.
What If Stocks Don’t Go Up in the Long Run?
Some thoughts on prepping for a distopian or abundant future.
Animal Spirits: A Bubble is Coming
On today’s show we discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is outperforming, downturns might be different now, the Fed should cut rates, how to invest in AI, crypto is Tradfi now, private market scrutiny, the most 1990s movie ever and more.
The Upside of Gratitude
Everyone should say “thank you” more often.
Talk Your Book: Where to Find Higher Dividend Yields
On today’s show, we are joined by Todd Mathias, Head of U.S. Product Strategy & Development to discuss US outperformance vs international, currency headwinds, macro uncertainty in the US, the value factor overseas, and much more!
