Today’s Animal Spirits: Talk Your Book is presented by Invesco: We discuss: What is the low volatility anomaly? Why financial theory doesn’t always translate into the real world The three behavioral and structural reasons for the low vol anomaly How often do different factors overlap with one another? How the market environment impacts low vol…
Links
Animal Spirits Episode 72: Where Were You At the Bottom?
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Where we were in our careers when the market bottomed 10 years ago Star fund managers Is Bill Gross happy? Persistence in performance may be the…
Animal Spirits Episode 71: Supremely Efficient Markets
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Massive V rallies in stocks Did the Fed turn millennials into socialists? Why real estate prices haven’t done as well as you think? Why have U.S….
Animal Spirits Episode 70: The Rich Man’s Disease
On this week’s Animal Spirits with Michael & Ben we discuss: The meaning of work Why working more is making Americans miserable Smartphone addiction Warren Buffett’s latest shareholder letter Does Buffett make it sound too easy? The greatest investor you’ve never heard of The insane rally in the stock market What matters more — performance…
Animal Spirits Episode 69: Denominator Blindness
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Flipping your home using Zillow How accurate are Zillow’s house price estimates? Why auto loans are not the canary in the coal mine Why everyone wants…
Animal Spirits Episode 68: The Rich Man’s IRA
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Why is money flowing out of SPY? How can index fund firms differentiate themselves? Should you decrease the number of stocks you own at the outset…
Animal Spirits Episode 67: Banning Buybacks
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Apple vs. Amazon in a heavyweight battle of fundamentals & market caps. Facebook employees make a lot of money. Is banning stock buybacks really going to…
Animal Spirits Episode 66: Adverse Variance
On this week’s Animal Spirits with Michael & Ben we discuss: What does all that cash moving to the sidelines tell us? How markets have changed since 1800. Valuations between U.S. and foreign stocks are wider than they’ve been in 40 years. Does the U.S. deserve a valuation premium? Why are there no star fund…
Animal Spirits Episode 65: Stay the Course
On this week’s Animal Spirits with Michael & Ben we discuss: Jack Bogle’s legacy. Some unknown stories from Bogle’s latest book about Vanguard’s humble beginnings. How Dan Egan budgets his spending each month. Why you should treat saving money like a regular bill payment. Are student loans holding back the housing market? What happens if…
Animal Spirits Episode 64: The Richest 50%
This week’s Animal Spirits with Michael & Ben is sponsored by YCharts: Mention Animal Spirits and receive 20% off your subscription price when you initially sign up for the service. We discuss: Is WeWork in trouble? How dominant was Sears before their downfall? What’s the relationship between mortgage rates and home prices? Is demographics really destiny? How has…
