Wealth inequality is driving the economy.
Ben Carlson
Talk Your Book: State of The Real Estate Market
On today’s show, we are joined by Paul Baiocchi, Chief ETF Strategist of SS&C ALPS Advisors and Nick Tannura, Portfolio Manager and CIO of GSI Capital Advisors to discuss an update on office real estate, how investors view REITs, the fundamental argument for investing in malls, why it makes sense to actively manage REITs, an update on flows into the real estate asset class, and much more!
Why Are Higher Egg Price So Painful?
Loss aversion in the price of eggs.
Some Things I’m Thinking About
The stuff that really matters is becoming clearer by the day.
Animal Spirits: Life and Death
On today’s 400th episode of Animal Spirits we discuss Jon’s story, dealing with grief, why financial planning matters, Jon’s life advice, the power of kindness and the mundane, gambler’s fallacy on Meta, the mental freedom of index funds, YouTube’s reach, Mr. Belding’s age, how to save money at Disney and much more.
Talk Your Book: A Short History of the Nasdaq 100
On today’s show, we are joined by Emily Spurling, SVP, Global Head of Index at Nasdaq and Mark Marex, Senior Director of Index and Research and Development to discuss the original inception of the Nasdaq 100, understanding tech exposure within the Nasdaq 100, why Nasdaq is winning the listing race, why companies enter and exit the index, thinking about the dot com bubble and the Nasdaq 100, and much more!
There Goes My Hero
Jon’s story.
Should You Pay Off Your Mortgage Before Retirement?
Some financial planning techniques for retirement at age 55.
Animal Spirits: Is $1 Million a Lot of Money?
On today’s show we discuss the shrinking number of small businesses, the stock market chart of the decade, why excess capital investment in technology leads to booms/busts, the tech sector will lead to the next financial crisis, making the case for European stocks, baby boomers still rule the day, the relentless bid from 401k investors, timing the housing market, $1.2 million in credit card debt and much more.
Simple Explanations to Complex Topics
Some thoughts on 401ks and rich baby boomers.