What could cause a drop in housing prices?
Ben Carlson
Animal Spirits: Did Trump Blink?
On today’s show we discuss how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 100 baggers, the Jerome Powell rally, watch what consumers do not what they say, how the GFC messed up the housing market, the shrinking middle class, Severance and more.
Insecurity Analysis
Why Steve Martin was so depressed when he was the biggest comic star in the world.
Talk Your Book: A Better Money Market Fund
On today’s show, we are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for F/m Investments to discuss how TIPS work, why it was so hard to hedge inflation in 2022, difficulties around inflation-protected investing, and much more!
The Stock Market is Always Changing
3 good charts on the stock market.
When Buy-and-Hold Dies
When buy-and-hold dies.
What is the Point of Money?
Bust Out Another Thousand.
Animal Spirits: Live From Miami
On today’s show, we are live from Future Proof in Miami to discuss a bear market in Mag 7 stocks, one of the fastest corrections ever, surveys gaslighting investors, a possible consumer slowdown, more travel stories and email etiquette advice, the best movie cities, and much more!
Why People Won’t Change Their Mind
A history of cognitive dissonance.
Talk Your Book: How Private Credit Works
On today’s show, we are joined by Phil Bauer, SVP and Portfolio Specialist at Calamos Investments to discuss how private credit differs from high yield, intricacies around specialty finance lending, opportunities in commercial real estate lending, and much more!
