Today’s Animal Spirits: Talk Your Book is presented by Graniteshares: We discuss: Boom and bust nature of commodities What is the role of commodities in a portfolio — manage risk or price appreciation? Why would commodities add a risk management component to a typical portfolio? Do commodities need inflation to do well or is it…
Links
Animal Spirits Episode 57: Passive Income
On this week’s Animal Spirits with Michael & Ben we discuss: Why monetizing content is so difficult. Why passive income is a myth for most people. Are we sellouts for taking on sponsors for the show? Is it even possible to sell out in 2018? Michael Douglas, Jake the Snake Roberts & Andre the Giant….
Animal Spirits Episode 56: How to Ask the Right Questions
This week’s Animal Spirits with Michael & Ben is presented by J.P. Morgan Asset Management: We discuss: A history of the 401k. Why pensions were never as prevalent as most people assume. Why cashing out your 401k is a bad idea. The pros & cons of multi-factor investing. Competition in factor investing. If market cap…
Talking ETFs, Volatility, Bonds, Value Investing, Endowments & Retirement Withdrawal Strategies
I was in New York City this week for a short trip to visit our headquarters in Bryant Park, tape some new segments for upcoming podcasts episodes, eat enough to put me into a food coma, see some stand-up comedy, and visit with colleagues and friends. This included an appearance on Bloomberg IQ to chat…
Animal Spirits Episode 55: How to Create the Perfect Fund
On this week’s Animal Spirits with Michael & Ben we discuss: Is universal basic income feasible in the US? How much would it cost to give everyone aged 18-65 $1,000/month? What does the perfect hedge fund look like? What do investors expect from their liquid alts & hedge funds anyways? Why isn’t the language of money…
Animal Spirits Episode 54: Spirit Animal
On this week’s Animal Spirits with Michael & Ben we discuss: How long until the next bear market hits? Can you quantify recession predictions? What impact do the mid-term elections have on stocks? How often do bonds outperform stocks over 30 year periods? How many Americans consider themselves “financially healthy”? Should you combine your finances…
Animal Spirits Episode 53: Panic a Little
On this week’s Animal Spirits with Michael & Ben we discuss: What’s the one thing we’re certain of about the stock market going forward? Why volatility begets more volatility in the markets. How expectations factors into the stock market and the economy. Why the stock market is nothing like a casino. Labor shortages, wages, and…
Animal Spirits Episode 52: The Next Subprime
On this week’s Animal Spirits with Michael & Ben we discuss: What’s the next subprime? How important is housing to the economy? Housing stocks are getting crushed. What does it all mean? What if mortgage rates keep rising? How inflation impacts portfolio decisions. Why owning bonds is difficult when inflation is rising. The Fed’s take…
Animal Spirits Episode 51: The Healthy Correction
On this week’s Animal Spirits with Michael & Ben we discuss: The recent market turbulence. Maybe 401ks won’t provide a floor under the market. The problem with 401k loans. The rise and fall of Sears. How Buffett predicted Eddie Lampert’s struggles with Sears 10 years ago. The similarities between Sears and Amazon. The impact of…
Animal Spirits Episode 50: A Committee of Geniuses
On this week’s Animal Spirits with Michael & Ben we discuss: How social media has changed financial media for the better. The humble beginnings of this podcast. The case for investing in bonds. More hedge fund closures. Julian Robertson’s poor timing. Your adult children are killing your retirement savings. The Bernank and why so many people misunderstood…
