Baby boomers don’t want to sell their homes.
Ben Carlson
Talk Your Book: Turning Capex into Cashflow
On today’s show, we are joined by Sean O’Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash flow is important, how the index is constructed, how momentum works, valuations within growth stocks, and much more!
The Most Volatile Decade
Markets are volatile but just keep going up.
The Top 1%
Are rich people immune to the economy?
Expected Returns in the Stock Market
What the Bogle Expected Return Formula says about today’s stock market returns.
Animal Spirits: We Have to Talk About Sports Betting
On today’s show we discuss valuations not mattering, volatility is the new normal, all-time highs in rich people, bubble behavior in AI, gambling is off and running, limit orders on crypto trades, the housing market is not fair, the downside of illiquidity, Michael’s email pet peeves and more.
The Joneses Aren’t That Happy
You’ll never be able to keep up with all the Joneses.
Talk Your Book: Investing in High Yield Munis
On today’s show, we are joined by Steve Hlavin, Portfolio Manager at Nuveen to discuss the muni market structure, the best states for muni bonds, risks around deficits and liquidity, and much more!
How to Diversify Against the Dollar
The pros and cons of currency diversification.
3 Charts That Will Surprise You
Some thoughts on retirement savings rates, international stock outperformance and AI.
