On today’s show we discuss the best and worst S&P 500 stocks this year, 2025 investing lessons, why silver is going vertical, international small caps are crushing it, family offices are booming, sentiment is still broken, over-optimization is a problem, how millennials got rich, when to spend more in retirement, the best video game of all-time and more.

On today’s Talk Your Book we speak with Sal Gilbertie from Teucrium about why oil prices are falling, how agricultural commodities work, why farmers need bailouts, why crypto is a commodity and more.

On today’s show we discuss what a normal year in the stock market looks like, time traveling through drawdowns, the case for small/mid cap stocks, how many stocks double each year, record cash balances, the economy keeps growing, financial nihilism, gambling, illiquidity risk in private investments and much more.

On today’s Talk Your Book we speak with Dan Russo from Potomac Fund Management about the bear market in diversification, trend-following, quantitative tactical asset management and more.