My favorite reads from this past year.
The Best Books I Read in 2021
My Favorite Charts of 2021
Some visuals that caught my eye this past year.
Animal Spirits: Listener Mailbag
Michael and I empty the Animal Spirits inbox to answer podcast listener questions.
The Future of the Movie Industry
Why The Godfather wouldn’t get made today as a movie.
Could Crypto Adoption Eventually Derail the Stock Market?
How crypto will impact other financial assets in the years ahead.
Animal Spirits: An Extraordinary Decade
Michael and I discuss future stock market returns, inflation at Chipotle, growth vs. deep value and much more.
The Pandemic Has Made Everyone Richer
People measure gains on a relative basis.
Talk Your Book: Massive ETF Inflows
Michael and I spoke with State Street’s Matt Bartolini about fund flows, inflation and 2022 markets.
Are 5 Stocks Really Carrying the Entire Stock Market?
Why the biggest stocks matter so much.
Finding Some Middle Ground Between Paul Volcker & Jerome Powell
The Fed can’t save us from inflation (yet).
