On today’s show we discuss long-term bond yields rising, why government debt won’t fall, where all the dry powder is coming from, how often you should expect bear markets, a weird time to be rich, $97 salads, why starter homes died, retail bagholders, why everyone takes Social Security early, Tom Cruise and more.
Why don’t we build more houses anymore?
Some thoughts on how I see the world.
On today’s show, we are joined by Ima Casanova, Portfolio Manager for the active gold and Precious Metals Strategy and Senior Analyst for the active Natural Resources Equity Strategy to discuss gold hitting all time highs, gold miners vs gold performance, macro factors investing in gold, demand from central banks, and much more!
On today’s show, we are joined by Samir Kerbage, CIO of Hashdex to discuss price action in 2025, narratives around price action, how the index is constructed, Bitcoins investment thesis, and much more!
How do investors continue to buy the dip?
Is financial education finally working?
On today’s show we discuss how retail became the smart money, why long-term investing caught on, where the money is coming from to buy the dips, chances of re-testing the lows, the Moody’s downgrade, millionaires next door, takeout food culture, the broken housing market and more.
How the millionaire next door builds their wealth.
Why I’m not a golfer.
