Why total return matters more than your yield when investing.
Ben Carlson
Animal Spirits: The High Beta Crash
This week’s Animal Spirits with Michael & Ben is supported by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why don’t the stock and bond markets care about inflation yet? Corporations are using inflation as an excuse to raise prices and keep margins high Some…
How Inflation is Driving the Stock Market
How inflation is impacting small cap value, energy and financial stocks.
Talk Your Book: Where to Save For Your Down Payment
Michael and I spoke with Taylor and Brett Sohns, co-founders of Lifegoal Investments, about how to save for a house down payment.
Two Things That Are Both True
Some thoughts on inflation, Thanksgiving, The Rock, bubbles and more.
What’s Going to Put an End to the Labor Shortage?
The relationship between the savings rate and the labor market.
Is It Time to Cash Out and Sell Your House?
Is it a good idea to lock in some profits on your house?
Animal Spirits: Everyone Hates Inflation
Today’s Animal Spirits is presented by Groundfloor: Check out our interview with Groundfloor CEO Brian Dally from July here. We discuss: Why inflation make everyone angry How the White House dropped the ball on inflation messaging Now vs. the last time inflation was this high Why higher inflation isn’t necessarily a bad thing for stocks…
The Current State of the Economy & Markets
The economy is booming but no one is happy.
The Worst Case Inflation Scenario
The worst case for inflation from current levels.
