Michael and I debate how much interest rates matter to the markets and more.
Ben Carlson
A Bleak Future For Long-Term Government Bonds
A deep dive on long-term vs. intermediate-term bonds.
Shortages Everywhere You Look
The pandemic has led to shortages in housing, Pelotons, lumber, microchips, cars and more,
What If Interest Rates Don’t Matter as Much as We Think?
Is it possible investors overestimate the importance of interest rates on markets?
The Best Time to Give Back
One of my favorite Curb Your Enthusiasm episodes of all-time is the Anonymous Donor: It entails Larry’s ongoing feud with Ted Danson. And in true Curb fashion, hijinx ensues after he switches the wing from ‘Donated by Larry David’ to ‘Donated by Anonymous.’ It shouldn’t be this way, but there can be an internal…
Talk Your Book: Investing in Moonshots
Michael and I spoke with Dave Mazza from Direxion about the Moonshots Innovators ETF.
The Stock Market Is Smarter Than All of Us
The stock market is heartless but it’s also smart than most of us.
Animal Spirits: The Beanie Baby Bubble
Michael and I discuss the boom in everything, NBA Top Shot, charitable giving and more.
Never Go Full Weimar
No, you don’t have to worry about a Weimar Germany hyperinflation occurring in the United States.
The Psychology Behind the Boom in Collectibles
Why people will always go overboard for certain collectibles.
