Some thoughts on stock market symmetry and asymmetry.
Ben Carlson
The Weirdest Bubble Ever
The AI bubble has gone plaid.
The Most Important Skill in Finance
Some career advice for a 20-something.
Animal Spirits: A Mania is Brewing
On today’s show we discuss bubble behavior from tech CEOs, the AI inflection point, S&P 10,000, panic selling, $7.7 trillion in money markets, the two-speed economy, most IPOs are terrible investments, how to bring down mortgage rates, the demographic housing battle, youth sports and more.
Alexander Hamilton, Oasis and the Cost of Envy
Some thoughts on Alexander Hamilton, Benedict Arnold, Liam and Noel Gallagher.
Talk Your Book: Making Money When Stocks Are Up or Down
On today’s show, we are joined by Graham Day, EVP and CIO of Innovator Capital Management to discuss what the Dual Direction ETF is, how the portfolio is constructed, different outcomes with this product, the timing around buffered ETFs, and much more.
Why the 4% Rule is More Like the 2% Rule
Does anyone actually follow the 4% rule?
Are Small Caps Dead?
Small caps vs. large caps vs. IPOs.
Buy When There’s Bonds in the Streets?
Is it time to buy bonds?
Animal Spirits: How many people make $100,000?
On today’s show we discuss Future Proof, 1990s nostalgia, Oasis, why the stock market doesn’t care about the labor market, the top 10% is powering the economy, Google vs. ChatGPT, gold vs. AI, IPOs vs. small caps, Americans are richer than you think, a bull market in midwest housing, social media was a mistake, Gen Z wealth inequality and much more.
