I would be more worried about baby boomers during the next recession than millennials.
Macro/Econ
Investing in a Negative Interest Rate World
How should investors think about investing in a negative interest rate environment?
Re-Kindled: Superforecasting
Michael and Ben review the lessons from Superforecasting by Philip Tetlock.
A Short History of Fed Rate Cuts
A history of Fed interest rate cuts since 1960.
My Questions About Negative-Yielding Debt
I have more questions than answers about all the negative-yielding government debt in the world.
The Upside of a Recession
Looking at the glass as half full for the next recession.
Why Do We Need Inflation?
A reader asks: Why do we need inflation? This is a good question because wouldn’t we all be better off if prices were to fall? It’s not always that easy.
What If Interest Rates Don’t Rise Again For a Long Time?
Josh Brown and Ben Carlson discuss a what-if about the potential ramifications if the cost of capital remains low for an extended period of time.
What Inning Are We In?
A podcast listener asks: What inning are we in? This question was asked tongue-in-cheek but it’s still worthy of a serious answer because so much time and energy are devoted to figuring out where we stand in the market or economic cycle. Here’s what I had to say about this one on Instagram: I ran…
Recessions vs. Bear Markets
It may not feel like it after living through the Great Recession but the U.S. economy has become far more stable over time. Just look at the inflation rate over the past 100 plus years: And the contraction in GDP in each of the past 15 recessions: The Great Recession was an epic financial crisis…
