Some thoughts on the pros and cons of a dividend investment strategy.
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Animal Spirits: It’s a Bloodbath
On today’s show we discuss AI debt concerns, Coreweave’s Rocky IV moment, the 2020s appetite for risk, the Railway boom analogy, carnage under the surface of the stock market, the average stock this year, valuations are falling everywhere, how the stock market has changed, the lottery tickets that didn’t hit, billionaires giving away money, baby boomers don’t want to pay property taxes and more.
Betting on Hope
Why people make longshot bets.
Spotting Bubbles and Calling Tops
Predicting market tops is hard.
Talk Your Book: Diversification in Private Assets
On today’s Talk Your Book we speak with Danielle Singer and Ben Linder from Invesco about investing in private markets, portfolio construction, illiquidity and more.
How to Own The Best Stocks
Why index funds are so hard to beat.
Titanic Inequality
Wealth inequality on the Titanic.
The Best Hedge
How to hedge against inflation.
Can the Stock Market Predict the Future?
The stock market vs. earnings during bull and bear markets.
Two Things That Caught My Eye This Week
Larry Ellison, Warrn Buffett and the labor market.
