Weighing the pros and cons of an extremely strange market environment.
Current Markets
The Biggest Difference Between Now & the Dot-Com Bubble
How big tech is impacting the stock market and why a huge crash is unlikely.
The Biggest GameStop Overreactions
Some context around the biggest GameStop overreactions.
How Does the GameStop Saga End?
Some thoughts on what happens next for the GameStop traders.
What In the World is Going On in the Market Right Now?
Josh, Michael and I discuss GameStop, WSB and all of the crazy happenings in the stock market of late.
How Technology Ate The Stock Market
How technology has changed the markets forever.
It’s Time to Prepare For Markets & the Economy to Get Weird
Why fiscal policy will rule the markets in the coming years.
Talk Your Book: 2021 Outlook
Michael and I speak with Matthew Bartolini about options for diversified investors and more.
Drawdowns & Melt-Ups: The Year That Was in the Markets
A look back at the markets during 2020.
9 Questions I Have For 2021
9 topics I’m thinking about for 2021.