Why recessions change how investors position their portfolios.
Ben Carlson
Owning the Best Stocks is Hard
Trying to pick the next trillion-dollar companies is harder than it looks.
How To Make Up Lost Ground If You Got a Late Start Saving For Retirement
Making up for lost time with your retirement savings.
Talk Your Book: Investing in the Gig Economy
Today’s Talk Your Book is presented by SoFi: We spoke with David Dziekanski, Portfolio Manager for the SoFi Gig Economy ETF. We discuss: What is the gig economy? The 4 biggest themes in the gig economy What is the gig economy like outside of the United States? The Amazon of Africa The crazy growth of…
How Much Money Do You Need To Make To Be Considered Rich?
The difference between income and wealth.
Animal Spirits: An Affordability Crisis
Michael and I discuss housing market affordability, how much income is required to be considered wealthy, the best movies of 1993 and more.
A Look Back at the Corona Crash One Year Later
A look back at the tweets and blog posts from March 2020.
Inflation Matters More For the Stock Market Than Interest Rates
Why rising inflation is a bigger risk to the stock market than rising interest rates.
What If Housing Prices Aren’t As High As They Appear?
Comparing housing costs and amenities over time.
How Could You Be Bearish on the Economy Right Now?
What happens now that we know economic growth is a policy choice?
