On today’s Talk Your Book we speak with David Schassler from VanEck about the case for owning real assets, the gold bull market, how AI is fueling the demand for energy and materials and how the world will look different going forward.
Ben Carlson
10 Rules For Dealing With Uncertainty
How to think deal with AI and geopolitics.
All of the Jobs That No Longer Exist
AI: Utopia, dystopia or something in the middle?
Can You Live Off Your Dividends?
A 42 year old worth $2 million wants to retire and live off the dividends.
Animal Spirits: Everyone Hates AI
On today’s show we discuss the AI doom scenarios, the value of human relationships in a digital world, housing as an AI hedge, the AI backlash, a very weird stock market, the global bull market, consumers keep spending money, Bitcoin is a software stock, the Blue Owl fiasco, the perfect movie run time and more.
Optimism is an Investment Strategy
Some thoughts on AI doomerism.
Rich Old People
What happens to the housing market as baby boomers die off?
Pros and Cons of Artificial Intelligence
The good, the bad and the ugly of AI.
Early Mortgage Payments or Invest in the Stock Market?
30 years old, $470k mortgage at 6.375%. Pay if off early?
The Ex-U.S. Trade is Working
Some charts on international stock market outperformance.
