The bull case is still a lot stronger than the bear case for U.S. housing prices.
Alternatives/PE/Hedge Funds
Can Covered Call Options Serve as a Bond Replacement?
How a covered call strategy works.
Is Real Estate a Better Investment Than the Stock Market?
The pros & cons of owning rental properties.
Talk Your Book: The Commodity Supercycle
Michael and I spoke with Ed Egilinsky about the prospects for a commodity supercycle.
4 Lessons From the Crypto Crash
Some thoughts on survival, 24/7 trading and investing in something you don’t understand.
Talk Your Book: The Structured Marketplace
We spoke with Halo Investing co-founder Jason Barsema about the structured product market for advisors.
How Will Private Equity Work in 401ks?
Some thoughts on the Department of Labor’s new rules for allowing private equity into 401k plans.
Putting Private Equity Dry Powder Into Perspective
The Wall Street Journal had a piece this past week about cash piling up at private equity firms as valuations in the space continue to rise: For North American PE firms alone this “dry powder” is fast approaching $800 billion. That’s a lot of cash on the sidelines. The problem is, this technically isn’t cash…
Why Do Rich People Give So Much Money to Ivy League Schools?
Do the biggest college endowments have too much money?
Talk Your Book: Invest Like a Hedge Fund With Titan
Michael & Ben chat with Titan co-founder Clayton Gardner.
