Rich people who don’t feel rich.
Ben Carlson
Defining Bull and Bear Markets
Cyclical and secular bull and bear markets.
Animal Spirits: Money Buys Happiness
On today’s show we discuss calling a top in the stock market, why people don’t trust data, the economy is still fine, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, we are a nation of trucks, money actually does buy happiness and more.
When Luxuries Become Necessities
Where to cut back if your budget is stretched.
Talk Your Book: Private Equity Deals with Ted Seides
On today’s show, we are joined by Ted Seides, founder of Capital Allocators to discuss his new new book Private Equity Deals: Lessons in investing, dealmaking, and operations from private equity professionals.
A Little Money Perspective
Rich countries are happier than poor countries.
“$500 is basically free these days”
Some thoughts on a potential home renovation boom.
5 Years of Spending in Retirement
Planning for cash reserves in retirement.
Animal Spirits: The Most Bullish Backdrop
On today’s show we discuss the biggest risk to the real estate market, why bull markets are different today, gold & stocks both hitting ATHs, the US economy is sitting pretty, wearable AI glasses, bullish housing demographics, Michael’s favorite horror movies and much more.
The Biggest Risk in Real Estate
How climate change will impact the housing market for years to come.
