Why Seth Klarman has underperformed.
Ben Carlson
CFA vs. CFP
A deep dive into the difference between getting your CFA and CFP designations.
Is It Time To Lock in 5% Yields?
What’s the best way to lock in 5% bond yields?
How Often Are We in a Recession or Bear Market?
A historical look at recessions and bear markets in the United States going back 100+ years.
Talk Your Book: 3 Reasons to Buy Bonds
On today’s show, we are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look attractive right now, the resiliency of the US consumer, and much more!
What’s a High Income?
What income does it take to be in the top 5% and top 10% in the US?
The New Housing Market Premium
How the loneliness epidemic could impact the housing market.
The 2024 Sector Quilt
Some thoughts on picking and choosing S&P 500 investors.
Animal Spirits: A Key Market Signal
On today’s show we discuss the devastating fires in LA, why homes are the most important financial asset for the middle class, a roundtrip in stocks since the election, why rates are rising, nitpicking the economy, Howard Marks is on bubble watch, quantum computing stocks, the anti-social century, Jerry Springer and much more.
Historical Returns For Stocks, Bonds, Cash, Real Estate and Gold
An update on long-terms for stocks, bonds, cash, real estate and gold.
